Financial Wellbeing Research Center
This Center focuses on how retirement, health, and other employee benefit programs contribute to financial wellbeing and broader workforce effectiveness goals — such as productivity or engagement:
- Return on investment to employers of financial wellness initiatives.
- Measuring the success of financial wellness: What is moving the dial on employee financial security?
- Building the business case for offering financial wellness programs.
- Analyzing empirical financial wellbeing data.
The Center is funded by the following Research Partners:
2020 Employer Financial Wellbeing Survey Publications:
2019 Employer Financial Wellbeing Survey Publications:
2018 Employer Financial Wellbeing Survey Publications:
2019 Survey
September 12, 2019 Symposium
- Agenda
- Presentations
Presentations
- August 23, 2019
- May 3, 2019
Employer Survey
- Survey Draft - April 12, 2019
2018 Survey
November 1, 2018 Employer Survey Release
- Employer Survey Results
September 13, 2018 Symposium
Presentations
- April 30, 2018
- March 6, 2018
- August 2, 2017
Employer Focus Group
- Discussion Guide
- Philadelphia Notes
- Minnesota Notes
- Philadelphia Recording
- Minnesota Recording
Employer Survey
- Timeline
Background Material
- Employee Financial Wellbeing Programs Literature Review
- Employee Financial Wellbeing Programs Primer for Employees
- Employee Financial Wellbeing Programs Comprehensive Report Findings
- Employee Financial Wellbeing Program Survey
- Employee HFS Module
