Financial Wellness Reimagined: Building a Smarter Benefits Strategy

Financial wellness has become one of the most important drivers of workforce performance. As employees face mounting financial pressures, employers have an opportunity to improve financial outcomes without relying solely on higher compensation.

In this webinar, we’ll explore practical, cost-effective strategies that help employees maximize every dollar through smarter benefits design. From tax-advantaged accounts and retirement plan optimization to student loan support and emerging benefit opportunities, you'll learn how leading employers are building financial wellness programs that improve both employee outcomes and business performance.

Key Takeaways: 

• Understand why financial wellness has become a strategic business issue, and how financial stress impacts productivity, retention, and employee wellbeing.  
  
• Learn how pre-tax benefits such as HSAs, FSAs, Dependent Care FSAs, commuter benefits, and other tax-advantaged programs can create more value for both employees and employers. 
• Explore emerging strategies for supporting employees through student loan repayment assistance, retirement plan design, and new legislative opportunities.  
  
  
• Discover practical ways to optimize retirement plans through plan design, auto-enrollment, auto-escalation, and SECURE 2.0 provisions. 
  
  
• Walk away with actionable ideas for building a more comprehensive financial wellness strategy that helps employees improve financial security while making your benefits dollars work harder.