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.

2018 Employer Financial Wellbeing Survey Publications:

November 1, 2018 Employer Survey Release

  • Employer Survey Results

September 13, 2018 Symposium

  • Agenda
  • Attendee List


  • 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