Financial Wellness

Financial Wellness in the Workplace

6 Steps to Bring Financial Wellness to the Workplace

Use this framework to help start a conversation in your organization about financial wellness and how it may help your employees with their financial lives.

Why Financial Wellness, Why Now?

Employers have spent the last decade making 401(k) plans more automatic, so that American workers are saving—and saving the right way. Yet, more can be done to help employees reduce their anxiety and about their financial health and help them achieve financial security.


Did you Know?

Financial wellness is an area that can make a real difference in plan participant's lives by better managing their financial habits now and in retirement. To start generating ideas about launching a financial wellness program in your organization, consider using our framework to guide your conversations.


1State Street Global Advisors Biannual DC Investor Survey, March 2015. The SSGA Biannual DC Investor Survey was fielded in partnership with TRC Market Research, an independent marketing research firm located in suburban Philadelphia. The data was collected in January 2015 through a 20-minute internet survey using a panel of 1,009 verified 401(k), 403(b), 457(b) and profit-sharing plan participants, aged 20 to 69, who were working at least part time.


3Report on the Economic Well-Being of US Households in 2013, US Federal Reserve, 2014.

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