Plan Sponsor Guide 2021-Q2: A CFOs Guide to Financial Wellness

When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.[1]

A financial wellness program is a soft benefit, so if you feel anxious about offering this benefit, you’re not alone. There are a lot of questions to consider:

• Will employees be engaged in the program?
• Will productivity improve?
• Will turnover decrease?
• Will this program improve our balance sheet?
• And, more importantly, how to measure ROI?

Here’s your CFOs Guide to Financial Wellness

[1] Mercer LLC, “Inside Employees’ Minds™: Financial Wellness.” 2017, 2, PDF. https://www.mercer.com/content/dam/mercer/attachments/global/inside-employees-minds/gl-2017-inside-employees-minds-financial-wellness.pdf.