worksite financial wellness

healthy finances
 

financial stress

manifests as health risks

financial stress is the #1 cause

of stress-related illnesses:

of employees report

having some degree of

financial stress.

higher healthcare costs in

people who are stressed

about finances.

Conduct a formal workplace financial wellness assessment of your employees, identifyingthe “big issues”. You then set a m easurable goal for your financial wellness program.

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A key to personal financial fitness is to first “get all your affairs in order.” Organizing all your assets, liabilities, and important legal documents in one place is mission critical.

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This can include an online financial learning center but must also involve targeted messaging, onsite topical workshops and webcasts, and an 800# Financial Hotline staffed by CERTIFIED FINANCIAL PLANNERS™.

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This is what workers want, and it is the missing ingredient in most financial wellness plans, and should include an affordable financial plan available to all employees.

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Employee utilization, satisfaction, and behavior change, must be monitored annually. The best way to measure an employer’s return-on-investment, however, is to annually benchmark the aggregate retirement readiness rate of its workforce, and the aggregate cost of delayed retirements.

the

 

The process is simple.  Once you decide financial wellness is a benefit you want to roll out to your employees, we will develop a timeline...

employee marketing

assessment window

strategic reporting

campaign rollout

annual benchmarking

ongoing support

intellicents provides plan sponsor:

30 day assessment window runs for plan sponsor’s employees:

Initial workforce financial wellness assessment presented to plan sponsor:

Employee education via...

  • marketing plan

  • marketing materials

  • online financial learning center

  • financial helpline

  • weekly emails

  • promotional updates

  • refinement of marketing plan

  • discuss utilization

  • amend assessment window as needed

  • review early results

  • onsite seminars

  • online financial learning center

  • one-on-ones

  • allmymoney® wellness app

  • planning services

Ongoing review of workforce assessment results:

Discuss goals:

  • review results

  • design programs to meet employee needs

  • discuss positive impact

  • marketing campaigns

  • employee education opportunities

  • benchmarking of employee satisfaction, utilization, deferral rates and behavioral change

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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