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Resources

Demystifying Financial Wellness (Webinar Recording)

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderated a 60-minute discussion on employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

Medical expenses, credit card debt, the cost of education, and saving for retirement top the list of financial challenges for American workers today. SHRM study on financial wellness in the workplace revealed that seven out of 10 HR professionals indicated that personal financial challenges have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.

Despite their popularity, many plan sponsors express concerns about a number of obstacles to offering a wellness program such as lack of time, resources, and budget.

In a recently hosted webinar, CAPTRUST’s Defined Contribution Practice Leader Scott Matheson moderated a 45-minute discussion on employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner. We’ll cover the basics, including:

  • What exactly is financial wellness?
  • What are the pillars of an effective financial wellness program?
  • How can employee financial wellness be measured?

And we’ll share case studies and first-hand examples of successful employee financial wellness programs.

Click here to listen to the webinar recording.

Another resource that may be helpful in learning more about employee financial wellness is the following:

Addressing Financial Stress in the Workplace