is their top source of stress
with their personal finances
week dealing with personal
finances at work
last year to deal with a
Source: PriceWaterhouseCooper Employee Financial Wellness Survey 2015 results and Consumer Financial Protection Bureau report “Financial Wellness at Work” 2014.
You want your employees to have every chance to reach the retirement finish line with enough money. While saving is of course critical, investing right – and avoiding the emotional panic selling that sabotages most DIY investors – is the other critical part of the equation. Sadly, most financial wellness courses barely scratch the surface of this vital topic.
With Wavelength, you get serious investment and financial education in an engaging, user-friendly format that promotes awareness and action.
content on the specific
areas that sabotage most
why taking too much, or
too little, can harm our
benefits of getting help
(managed accounts or
TDFs) versus going it
avoiding the emotional
mistakes that damage
investor nest eggs
Investment fees make a huge impact on the average workers’ ending retirement balance. In fact, the impact is so striking it can cost workers literally hundreds of thousands of dollars.
Sadly, the mandated fee disclosures are generally regarded as ineffective. But to prevent problems down the road, smart plan sponsors know that they need to make this information easily available.
Now you can. Wavelength’s program provides engaging, user-friendly content on how to decipher all those tricky mutual fund fees. While of course there’s no guarantee against future liability, it shows your commitment to transparency and to your employees’ best interests.
In most cases, Financial Wellness can be funded as a qualified plan expense. Check with your plan advisor or legal counsel.
Free E-Book: How to Maximize your Financial Wellness Budget
Implementing a workplace financial wellness program can be expensive. Find out how to keep your costs down while delivering a high quality program to your valued staff.