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Financial stress is costing U.S. employers $183 billion annually in lost productivity1, and the benefits you're offering may not be closing the gap. Research shows that 92% of leaders believe their company provides the financial support employees need, yet 76% of workers disagree.1
This whitepaper breaks down why financial wellness programs fall short and what a high-impact program actually looks like. You'll walk away with best practices for building a multifaceted approach that covers financial literacy, personalized 1-on-1 guidance, and ongoing support.
It also delivers a clear picture of the ROI: reduced turnover, improved retirement plan participation, lower healthcare costs, and stronger employee retention.
Download our report to start building a financial wellness program that works for your workforce and your bottom line.
1 Inspiring Inclusive Financial Wellbeing in the Workplace. Bank of America, 2025.
