Why Financial Wellness Programs Strengthen Retirement Readiness

Why Financial Wellness Programs Strengthen Retirement Readiness

Budgeting, emergency savings, debt management, student‑loan strategies, and retirement planning basics.

What ‘Wellness’ Covers

Budgeting, emergency savings, debt management, student‑loan strategies, and retirement planning basics.

Plan Outcomes

Improved participation and deferral rates

Reduced loan/hardship usage

Higher engagement with employer contributions

Implementation Tips

Offer short modules, office hours, and targeted nudges before open enrollment and pay increase cycles.

Plan Sponsor Action Checklist

Checklist

Run a pilot wellness series and measure outcomes.
Checklist

Promote emergency savings options where available.
Checklist

Integrate wellness content with your auto‑features calendar.
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References

  • General industry research on financial wellness outcomes.