Financial Wellness is different than 401k enrollment.
Employee financial education is often centered only on plan enrollment, design and investment information. But Financial Wellness encompasses much more than that and seeks to help people identify how much they should save for their many financial goals-not just retirement.
The outcome of a successful program is true life-change in the participant’s financial health and behaviors.
We can help you get started by facilitating a conversation among an array of top financial wellness vendors to help you determine how best to achieve your objectives, including the strenghts and weaknesses of various approaches.