ROI

  1. SHRM | 6 Ways to Measure Financial Wellness Efforts

    Financial wellness programs, such as those that promote savings and teach household budgeting skills through online or group instruction, are proliferating as employers invest in efforts to help workers manage their finances. However, only 30 percent of employers measure the effectiveness of these offerings, according to a 2018 study of 657 employers conducted by Bank…

  2. Rethinking Financial Wellness Education ROIs

    Recordkeepers and employers are beginning to rethink their approach to financial wellness. Almost all employers say they offer financial wellness benefits of some kind.

    But many employers face a hurdle. Defining a tangible ROI for a wellness program can be difficult.

  3. Perks and Benefits: Flashiness or Results

    Businesses feel like they’re missing out on talent because they don’t have the right perks and benefits. While perks are secondary to a benefits plan, they can’t be a passive rollout. Choosing the right perks can either amplify or damage your company culture. What is the perk for? Before buying a ping pong table for…

  4. Evaluating the VOI of Your Wellness Plans

    Employers are no longer just focusing on traditional metrics to evaluate the benefits plans they offer to employees. Instead of only healthcare savings or adoption rates of retirement plans, employers are now focusing their attention on additional metrics called VOIs (Value on Investments). VOIs give employers deeper insights into the success of wellness programs and…