Financial Wellness

Trends and Innovations in Employee Benefits: Ideas You Need to Know

Kacy Reece

Kacy Reece

Blog Post

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For the past several years, we've produced an annual Trends and Innovations in Employee

 Benefits report. This report compiles some of the biggest trends, ideas, and initiatives impacting organizations and companies with respect to employee benefits, engagement, and human capitol management. As we prepared for our tenth installment our team worked diligently to continue our mission of delivering fresh, forward-thinking topics with high quality ideas shared from industry leaders, practitioners, and peers. 

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Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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New Research: Does Financial Wellness Live Up to the Hype?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

It's no secret that financial literacy is not a strong skill for many Americans. In a recent study, it was noted that nearly two-thirds of adults couldn't pass a basic financial literacy test. That fact is not too surprising when you consider that currently, only 4 states require students to take a personal finance class in order to graduate. With rising student loan debt, increases in the cost of living, and medical costs continuing their upward trajectory, how can we get a handle on our financial lives?

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The Financial Un-Wellness of HR

It's no secret that Financial Wellness programs have been rising in popularity for quite some time. There has been an increasing awareness on the part of employers to invest time, energy, and resources into ensuring that employees are financially stable. Historically though, the focus has heavily centered almost solely on retirement planning. Retirement readiness projections, savings rates, and automatic enrollment seem to have been what has primarily been on the minds of Human Resource professionals when it comes to employees' financial lives. 

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Implementing a Successful Financial Wellness Program [New Frontier of Wellness - Part 3]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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Prepping your Financial Wellness Program [New Frontier of Wellness - Part 2]

While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees. 

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