Become the Financial Wellness Expert
In three easy steps, get a comprehensive breakdown of your company's financial wellness.
How is your retirement plan doing?
Enter your company name below to get a full assessment of your retirement health.
It's about more than just retirement
To achieve financial wellness, your people need help in four key areas.
Budgeting is telling your money where to go instead of wondering where it went. The problem is that for most people it feels like a chore. You must teach them the why and make budgeting simple, easy, and fun.
saving for emergencies
70% of Americans live paycheck to paycheck. With no margin, every unplanned expense becomes a crisis. If your people have emergency savings, they will feel (and actually be!) more secure financially.
With 24% of take-home pay going to consumer debt, it's no wonder your people are off track. If they can free up those funds, just think about how much more they could invest in retirement.
Most people don't save for retirement until it's too late. Those who do are not investing nearly enough. You must inspire them to change their habits and invest 15%.
Ever wonder how your company is doing?
Ask yourself these questions to get a quick pulse on your program.
How many employees know what their retirement number is, and how many are saving enough to hit it?
What are my financial wellness goals, and do I have the right program to achieve those goals?
How many employees have healthy money habits for budgeting, saving, and eliminating debt?
Ready to be the financial wellness program expert? Get all of the info you need in just three steps.
- Assess your company's retirement health.
- Determine the quality of your benefit program.
- Learn how your employees are handling money.
Let's get started!
Make the case for financial wellness in your company! Enter your company name to get a full retirement health assessment.