SSGA Benz Communications

 

6 steps to bring financial wellness

Featuring best practice tips about financial education and communication from leading organizations, use this employer framework to:

  • Understand the five employee segments that characterize key phases of financial wellness.
  • Overcome four common obstacles in implementing a financial wellness program.
  • Consider the six must-ask questions before building a business strategy and vision around financial wellness.
Framework
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There is a national sense of urgency for employers to add their voice and influence toward financial wellness.

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Infographic

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“6 steps to bring financial wellness to the workplace,” can be the first step to help thousands of U.S. employees get out of debt, save more, improve investment knowledge and form a solid plan for their financial future.

Download it now to start a new national conversation in the workplace about financial wellness.

Watch our webinar to get a detailed walk-through on how to implement our six-step framework at your organization.


1. 2012 Workplace Benefits Report, Bank of America Merrill Lynch.
2. Retirement Readiness in the 21st Century: A Powerful New Focus for DC Plan Management, TIAA-CREF, 2015