Beyond Retirement: An Examination of Financial Wellness for Employers

Investment advisory services offered through Global Retirement Partners, LLC, dba AFS 401(k) Retirement Services, an SEC registered investment advisor

Beyond Retirement: An Examination of Financial Wellness for Employers

This report explores multiple facets pertaining to the evolving trend of Financial Wellness in the workplace. Using survey data from over 500 employees across various salary ranges, industries, age groups, and demographics, this paper serves to illustrate the average American worker’s whole financial picture and how that relates to their employee benefits. This research study examines how employees answered questions pertaining to three main areas of personal finance: Debt, Budgeting, and Savings.

This report also explores how the data presented points to specific actionable steps employers can take to improve the financial health of their employees, as well as overall productivity, stability, and focus. While the retirement plan is only a singular component of someone’s financial picture, this report works to support the claim that employers who institute employee education programs, matching contributions and automatic plan features will see a better outcome in their workforce’s overall financial health and wellness and specific Financial Wellness offerings will only add to the positive effects of these benefits.

Download this White Paper to Gain Insight On:

Survey responses from real, working Americans in a variety of industires, income brackets, and backgrounds about their financial obstacles, goals, and concerns;
How the data presented points to specific, actionable steps employers can take to improve the financial health, productivity, stability and focus of their employees;

Claims that employers who institute employee education programs, matching contributions and automatic plan features will see a better outcome in their workforce’s overall financial health and wellness;

How specific Financial Wellness offerings will add positive benefits to employees.