Tag: workplace financial wellness programs

Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and...

Financial wellness has taken on a new relevance in the midst of the COVID-19 pandemic. Experts share tips on how advisers can figure out how to offer access...

The new offering can be bundled with an investment professional’s delivery of a retirement plan to small businesses, or it can be offered on an education-only basis.

Clients with high-deductible health care plans can use the solution to put aside money on a tax-favored basis for eligible health-related expenses.

Among other new capabilities, Prudential is expanding its financial wellness engagement solutions to include a financial coaching service, available via phone and one-way screen share.

The program, described to "optimize wellbeing," launches at a time when employers are looking for more financial wellness platforms that better suit the needs of their employees.