Financial Wellness Think Tank™

Innovating the industry we invented in 1999.

We seek to protect and evolve the Financial Wellness movement by publishing unbiased research in collaboration with industry thought leaders, government policy groups, and the most progressive employers.

Research Portal
Research Portal

All the insights and best practices you need to create a business case, select the right partner, and deliver a best-in-class program.

Defining Financial Wellness
Defining Financial Wellness

All Financial Wellness is not created
equal.The difference between offering financial guidance and financial advice can be the difference between a program earning an award or a lawsuit.

Continuing Education
Continuing Education

If you’re as passionate about evolving the industry as we are, use these resources to differentiate yourself and elevate your career.

Society of Actuaries, Financial Wellness Think Tank™ Partner
EBRI, Financial Wellness Think Tank™ Partner
CFP BOARD, Financial Wellness Think Tank™ Partner
Fiduciary Education, Financial Wellness Think Tank™ Partner

Think Tank Resource Portal

Man and woman talking at a construction site

August 2020 Engagement Study

Learn how financial coaching influenced coronavirus related distributions in this study conducted by Financial Finesse on behalf of a large, ...
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How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness

How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness

For this year’s report, we analyzed the change in financial health over the last five years for employees who completed ...
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Society of Actuaries - Calculating ROI: Measuring the Benefits of Workplace Financial Wellness

Society of Actuaries – Calculating ROI: Measuring the Benefits of Workplace Financial Wellness

As human resources executives and benefit-plan sponsors prepare their 2017 budgets, many will question the value of investing in a ...
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How to Keep Your Employees’ Finances from Flat Lining & Retain Top Talent

How to Keep Your Employees’ Finances from Flat Lining & Retain Top Talent

Healthcare employees rank the absolute lowest in financial wellness, with below average grades in the areas of financial stress, retirement ...
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