New White Paper Describes the Best Practices for Implementing a Financial Wellness Program

Updated: Dec 17, 2019



Today, Questis proudly announces a new white paper that details the steps advisors and plan sponsors should take when implementing an effective financial wellness solution. The white paper was constructed as a guide to make every step from choosing a technology program, to ensuring a successful participant rollout, as smooth as possible.

“We are happy to share our practical experience and tips for successful program implementation with the retirement advisor community. While financial wellness has become a popular employee benefit, many plan advisors and sponsors struggle with putting a new benefit program into practice. We hope these recommendations encourage wider adoption of authentic financial wellness programs for employees.”,” says Martha Menard, PhD, senior researcher at Questis.

Titled, “Implementing A Financial Wellness Program: Guidelines for Retirement Plan Advisors and Sponsors, this white paper covers topics such as program adoption and engagement, incentivizing, becoming a program champion, and measuring ROI. Following this guide will set your practice up for a prosperous and engaging program launch.

As a company dedicated to helping improve the level of satisfaction people feel about their finances, Questis has built a technology platform that easily assists advisors and plan sponsors in guiding their participants to financial wellness. We invite you to take a detailed walk through the implementation guide in order to better understand how you can quickly and successfully implement a financial wellness program, and ultimately reach your end goal of improving your participants' financial health.

To view and download the white paper, click here.

About Questis

Questis is a configurable technology platform that allows retirement advisors and financial service providers to easily deliver their own personalized financial wellness programs to their plan sponsors and participants — and generate revenue from them. With secure, scalable software, fueled by integratable features and advisor coaching, Questis gives plan advisors, sponsors, and participants a comprehensive, connected digital experience to reach and surpass their financial goals. Founded by financial advisors, created for advisors, Questis uses technology, strategy, and service to build configured programs that work within — and for — any advisor’s business model. Learn more at myquestis.com.

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