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.
Talk to our team
References
- General industry research on financial wellness outcomes.