Tag: employer financial wellness programs

Meredith Ryan Reid, with MetLife, says the human element is also really important.

The program features personalized recommendations to improve financial wellness, learning modules, a planning toolkit and access to coaches and Certified Financial Planners.

Defined contribution (DC) plan sponsors’ No. 1 goal for their participants has moved from increasing savings rates to addressing workers’ broad financial wellbeing and helping them achieve retirement readiness, Alight Solutions found.

The advisory firm has introduced intellicents university, with courses for employers, employees and retirees.

A review of how financial wellness has increased in the past year, and clues on what to expect in 2019. 

Most organizations appear to underestimate the financial challenges facing older workers, and thus the likely timing of retirements, Willis Towers Watson says.

According to John Hancock data, helping employees reduce their financial worries is well worth employer’s time and attention.

Marsha Whitehead, OneAmerica vice president of enterprise marketing, explains how evaluating top financial concerns provides great insight into the root causes of financial stress.

The OneAmerica survey examines other topics relating to participant financial wellness, including health care expenses and the use of health savings accounts as short- and long-term savings vehicles.

In a webcast sponsored by Benz Communications, the firm’s Engagement Strategist Megan Yost offered tips to better engage individuals in financial and health wellness.