Amid signs that financial wellness programs have not been as impactful as expected, we take a 360-degree look at three sets of stakeholders—plan sponsors, plan participants and retirement plan advisors—to construct a clearer picture of the state of financial wellness initiatives.
What's in the white paper?
Based on results from our Cogent Syndicated retirement research suite, this white paper includes:
- The employer view-what’s in a typical financial wellness program and barriers to plan sponsor adoption
- The employee view
- Low popularity among influencers
- Moving forward, how to improve the prognosis