Special Report

Financial Wellness

Benefits advisors and their employer clients are increasingly seeking information and guidance about offering financial wellness plans to their employees. Financial wellness can encompass many things, from financial education to voluntary products to budgeting and financial tools and more. This special report covers financial wellness from many perspectives, providing insight and strategies to help in the decision-making process.

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man thinking One study found that those who make bad retirement savings decisions do so because they’re financially illiterate, not because the information provided them is too complex. (Photo: Shutterstock)

This is one time where KISS (keep it simple, stupid) isn’t the answer, according to a new study from Texas Tech University.

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Marlene Satter

Marlene Y. Satter has worked in and written about the financial industry for decades.

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C.J. Marwitz

C.J. Marwitz is the editor for the retirement industry audience and a digital managing editor at BenefitsPRO. She is currently considering pitches for unpublished contributed content related to the employer-sponsored retirement plan arena. A former technology editor, advertising copywriter, and academic advisor, Marwitz is the mother of three and walker/stick-thrower/treat-giver to a Welsh Corgi named Leeloo.

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