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Complete the form below to access our webinar recording and slide presentation hosted by our industry experts at Corporate Insight. We present best practices for financial wellness assessments and review leading recordkeepers’ and financial wellness providers’ assessments, including how they embody the best practices identified. Topics covered include:

  • Findings from our two 2021 financial wellness surveys, including a survey of U.S. employees and financial wellness program participants
  • The importance of financial wellness assessments and scores compared to other financial wellness program features and digital capabilities
  • Our recent Workplace Finance Monitor report on financial wellness assessments, including the research methodology, best practices and key findings

 

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