A highly effective financial wellness program can save a large company well into the millions of dollars based on the easiest costs to measure -- wage garnishments, absenteeism and utilization of FSAs and HSAs.
By helping workers take control of their short- and long-term financial goals, you can help them as well as make progress on your own goals of employee attainment and retention.
For the annual review, an investment policy statement is highly recommended, which outlines general rules for the manager, provides the general investment goals and objectives and describes the strategies to employ.
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