Tag: financial wellness program
How to Get Participants More Engaged in Financial Wellness Programs
Access via several means is key, as is meeting people where they are.
How to Help Sponsors Measure the Success of Their Financial Wellness Programs
It should start with determining sponsors’ concrete goals and can then move to usage metrics.
ROI-Positive Financial Wellness Programs Motivate Specific Actions
Education on its own is simply not enough.
To Succeed, Financial Wellness Programs Need Personal Touch
Financial stress is on the rise in all generations, indicating that financial wellness programs are missing the mark, according to PwC. A new survey report from the firm suggests many employers have simply relabeled existing resources as "financial wellness programs."
Financial Wellness Programs Make a Marked Difference in Retirement Preparedness
Over the course of five years, the percentage of those who feel they are prepared for retirement more than doubled.
In 2013, Workers Removed $69 Billion from Retirement Savings
Withdrawals from IRAs accounted for most of the leakage, according to the GAO.
Financial Wellness Programs Present an Opportunity for Recordkeepers
Most retirement plan participants rely on their workplace for financial advice.

Financial Wellness Badly Needed
Cigna Adds Group Insurance Customers to Financial Wellness Program
Among others, services include a 30-minute complimentary legal consultation with a licensed practicing attorney; discounts on tax planning and preparation services; and a "money coaching" feature.
Principal Launches New Financial Wellness Program
Principal Milestones, which includes iGrad’s Enrich financial wellness program, helps participants access comprehensive financial education resources all in one place.
Vast Majority of Intermediaries Expect Financial Wellness Programs to Expand
Eighty-four percent of intermediaries expect sales of financial wellness programs will expand in the next three to five years, Prudential found.
Using ‘Value of Investment’ to Measure Financial Wellness Programs
A subset of return on investment, VOI is more nuanced, MetLife says.
Responsive Design Enhances Financial Wellness Programs
To improve engagement with financial wellness programs, companies are employing new tools based in behavioral science and powered by responsive technology.
Only Half of Employers Familiar With Financial Wellness Topics
It is also challenging to calculate the return on investment from financial wellness programs, Strategic Benefit Services found in a survey.
Financial Wellness Programs That Follow Up Are the Most Effective
It also helps to offer financial education continuously, according to the Pension Research Center at The Wharton School at the University of Pennsylvania.
Employers Turn to Providers for Financial Wellness Program Offerings
When assessing a program, they first look at cost, and then ease of implementation and expertise, Prudential found.