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5 Financial Wellness Trends To Help Companies Thrive

It’s no secret that many of the financial perks companies offer fail to address the money worries their employees face. Student loan debt, retirement funding and ever-changing financial rules are just some of the factors that can heighten pocketbook fears and related staff performance and retention issues. 

Today, well over 80% of employers recognize that their role in financial wellness goes beyond payday. They view a culture of financial wellness as a critical part of a winning talent acquisition and retention strategy. 

This playbook shares five critical trends HR leaders should consider when developing a successful financial wellness program, including:

  • An offering employees say would keep them at their job for at least five years.
  • How retirement planning tools help shift employees’ attention from personal needs to the company’s future.
  • Strategies to better align the company’s financial wellness program with workforce values and concerns.


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