Request a demo

Survey: Knowledge Worker Financial Concerns Reach New High Survey: Knowledge Worker Financial Concerns Reach New High

Learn More

What You Need to Know When Evaluating a Financial Wellness Solution

Ariana Alisjahbana

Missed our live webinar? Watch the recording here

To attract and retain top talent and drive business success, forward-thinking HR leaders are going beyond providing basic financial benefits. Your company may already offer 401(k) employer matching, health savings accounts, stock purchase plans, group life and disability insurance, and more. But do your employees fully understand, appreciate, and utilize these benefits?

A Total Financial Wellness solution helps relieve the financial worries that research shows are employees’ number one workplace stress producer. It enables them to make the best use of employer-sponsored financial benefits to achieve their life goals. And it augments traditional financial benefits to make your company’s program even more competitive. 

There are two essential elements of a Total Financial Wellness solution:

  1. A digital platform that enables self-service access to the analysis, education, and coaching employees need for financial success
  2. Access to experienced financial advisors to review plans, answer questions, and provide guidance

This webinar explores the components of a Total Financial Wellness solution and guides you through questions you should ask when evaluating options.

In this webinar, you will learn: 

  • The importance of financial wellness and why forward-thinking leaders are prioritizing this benefit
  • The core capabilities required in a best-in-class solution, one that your employees will actually use
  • How to drive employee adoption and engagement and measure the success of a financial wellness solution

Watch now or download the Buyer’s Guide to learn more about evaluating a Total Financial Wellness solution.