Financial Wellness Programs

While a majority of employers provide the ability for individuals to save for retirement, they have not generally done much to support the overall financial wellness of employees.

Increasingly, financial services companies are extending financial wellness programs to employees via their relationship as the retirement plan provider. While the relative features and services in a financial wellness offering differ greatly, program features can generally be categorized as education, coaching, or products and services.

This training covers the considerations a plan sponsor should make when integrating financial wellness with their retirement program.

To download a copy of this L3 training material, please fill out the form.