Lead Gens

On-Demand Web Seminar Workplace Financial Benefits – A Growing Priority

This webinar pulls the Morgan Stanley at Work's annual State of the Workplace II Financial Benefits Study findings into insights designed to educate HR professionals and Plan Sponsors and help them support their talent, understand the evolving expectations of employees and potentially adjust their offerings to stay ahead.

Report Employee financial wellbeing: Insights for benefits consultants

When it comes to financial wellbeing, what are employees and employers' most pressing needs? Benefits consultants are invited to unlock an insider look at more than 1,000+ full-time employees and their money. Financial goals, fears, plans, and the most impactful features of holistic financial wellbeing programs are represented. In the report, data points from employee demographics span all incomes, life stages, and levels of financial confidence. Key analysis covers six key categories: Stress, Confidence, Behavioral Finance, Goals, Education, and Expert Guidance. Actionable insights empower consultants to turn data into strategy. Enter your information to unlock access to the report.

Guide 2022 Financial wellbeing guide for benefits consultants

"Which financial wellbeing program is the best fit for my clients?" It's a question on many benefits consultants' minds today. In the past few years, consultants have led the charge in rolling out modern financial wellbeing programs. In doing so, they have reported big results: improvements in company culture, employee health, and their client's bottom line. Download the 2022 Financial wellbeing guide for consultants and explore the definition of financial wellbeing, key components of successful financial wellbeing programs, what financial wellbeing programs are on the market today (and how do they compare), and the ROI of financial wellbeing. Enter your information to unlock access to the guide.

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