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MONEY MATTERS:

EMPLOYEE FINANCIAL WELLNESS ATTITUDES AND BEHAVIORS 

Financial stress is more prevalent among American workers than ever before. Employees at every income level are experiencing growing economic pressure and emotional stress from increased housing, healthcare, and educational costs while wages have stagnated over the past 30 years. This white paper takes a look at how different employee groups feel about their finances and how they behave accordingly.

DOING WELL BY DOING GOOD: THE KEY ROLE OF FINANCIAL WELLNESS TECHNOLOGY IN DIGITAL TRANSFORMATION ADVISORS

Financial services are redefining their digital strategy, and retirement advising is no exception. As consumer demand for a digital experience that puts them at the center of a comprehensive  financial planning process accelerates, financial wellness technology plays a key role in digital transformation in helping plan advisors improve outcomes for participants while retaining and even growing their business. Learn how your firm can do well by doing good.

IMPLEMENTING A 

FINANCIAL WELLNESS PROGRAM: GUIDELINES FOR RETIREMENT PLAN 

ADVISORS AND SPONSORS

Financial wellness is a popular employee benefit that is rapidly being adopted by retirement plan advisors and plan sponsors. But the devil is in the details, and advisors and sponsors alike often struggle with putting a new program into practice. This white paper gives detailed, practical recommendations, based on experience, for a successful implementation.

THE NEW RETIREMENT NARRATIVE AND WHAT PLAN ADVISORS NEED TO KNOW

As 8,000 to 10,000 Americans turn 65 every day, almost half have no retirement savings at all. At the same time, more people are living longer. The combination of inadequate retirement savings and increased longevity is changing the future of retirement. This paper explores the imminent retirement crisis and how both retirement plan participants and advisors can adapt to a rapidly changing landscape.

SO MANY COURSES, SO LITTLE PROGRESS: WHY FINANCIAL EDUCATION DOESN'T WORK ⁠— AND WHAT DOES

This paper provides an overview of the research regarding the lack of effectiveness of financial education, the reasons why it so often fails, and what does work to improve financial behaviors and outcomes for employees. 

IMPROVING EMPLOYEES’ FINANCIAL WELLNESS:

WHY IT MATTERS AND WHAT EMPLOYERS CAN DO ABOUT IT

 Many companies are looking for ways to help their financially stressed employees, not just because it’s the right thing to do, but because it makes sense for business. Research has shown that financial stress and its impact on employees can result in significant costs to businesses. While most companies are realizing the need to do something, many decision makers aren’t sure where to start or what criteria to use in choosing the financial wellness solution that best fits their needs.

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