Employee Financial Wellness
When employees are stressed financially their health and productivity can suffer. The IFEBP (International Foundation of Employee Benefit Plans) report, Financial Education for Today's Workforce: 2016 Survey Results, includes responses from organizations in the U.S. and Canada. Employers—typically, HR benefit managers—revealed that their workers are struggling and stressed over:
- Debt (66 percent of respondents).
- Saving for retirement (60 percent).
- Saving or paying for children's education (51 percent).
- Covering basic living expenses (48 percent).
- Paying for medical expenses (36 percent).
As a result, we not only offer Retirement Plan Education, we now offer cutting edge, web-based Financial Wellness Services through strategic partnerships, as well as live Education Workshops on a variety of financial wellness topics to include:
- Creating a Budget
- Financial Goal Setting
- Investment Basics
- Planning for College
- Planning for Retirement
- Retirement Income and Rollover Planning
- Basics of Estate & Legacy Planning
- Planning for Long Term Care
- Protecting a Family
- Protecting your Income
Live seminars are offered at minimal cost to the employer to cover staffing and seminar materials. Contact us today about creating a Financial Wellness curriculum for your valued employees.