Data and Research

Employees Want Financial Education and Employers Are Stepping Up

The International Foundation of Employee Benefit Plans found employers are providing education on a variety of topics, but the top five most common topics covered in employer-sponsored financial education programs include retirement plan benefits, pre-retirement financial planning, budgeting, investment management and retiree health care.

Financial Wellness Programs May Not Be Right for All Companies

Among employers that do not offer a financial wellness program, reasons cited in a survey were: have not thought about it, need more resources to execute, need to focus on other organization priorities, do not perceive any financial benefits, and do not want to get involved in employees’ personal finances.