Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Driving Financial Wellness at Work - Webinar Recording

Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues. In fact, according to research from the International Foundation of Employee Benefit Plans, almost half of U.S. workers struggle with navigating their finances, and more than two in five employers report an increased demand for financial education from employees in the past two years.

Despite their popularity, many plan sponsors are still struggling with several obstacles around offering a wellness program, such as lack of time, resources, and budget.

Check out CAPTRUST’s Defined Contribution Practice Leader Scott Matheson along with Director John Leissner and Senior Manager Wes Collins for a discussion on employee financial wellness. They cover the basics, including:

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




CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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