Financial wellness has emerged as perhaps the most important trend impacting the retirement plan industry today. Employers and benefits providers are increasingly expected to help employees improve their financial well-being, with financial wellness programs being a key component in these efforts. Our new study, A Roadmap of the Financial Wellness Ecosystem, takes a comprehensive look at the financial wellness landscape. Leveraging data from a new survey of over 1,500 workers, insights from interviews with leading plan sponsors, and profiles of  innovative financial wellness program providers, this study offers a unique and in-depth exploration of the current state of financial wellness and industry best practices in this area.

This report will help users:

  • Understand the offerings of the nation’s leading financial wellness program providers, including the features that differentiate their programs 
  • Discover best practices that organizations and financial institutions can implement to help improve the financial well-being of their employees
  • Learn about how employees feel about their finances, how prepared they are to achieve their retirement and overall financial goals, and the litany of factors that may influence their mindset, retirement readiness and financial well-being
  • Recognize that DC plan sponsors and benefits administrators play a critical role in the financial well-being of employees and learn about sponsors’ and administrators’ perspectives on the topic and what they are doing to help


This report draws on a combination of unique proprietary research and third-party sources to provide a holistic view of the current employee financial wellness landscape.  

What's included:
  • 2018 Employee Financial Wellness Survey
  • In-Depth Plan Sponsor Interviews
  • Financial Wellness Program Provider Profiles 

Download the study preview to receive:

1) ​Full study table of contents
2) Introduction to the study
3) Study research methodology
4) Excerpts from the study
5) Corporate Insight contact information

Get the study preview

For more information or to purchase your copy of the study, please contact your CI Account Manager, or contact:

Andrew Way
Director of Research | Annuity, Life & Retirement


© 2018 Corporate Insight, Inc.

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