The WELCOA Pulse – “How to Build an Effective Financial Wellness Program” with Todd Barden

Employer-sponsored financial wellness programs first started with retirement planning. But these programs, responding to the needs of employees, have expanded beyond retirement planning to include equity education, personal finance education such as budgeting, savings, and offerings that deliver advice and behavioral changes through financial coaching and planning. This is not a new trend borne out of the impacts of COVID-19. Rather, COVID-19 has accelerated the trend toward the adoption of employee financial wellness programs and solutions and, one could argue, turned it into a must-have corporate benefit.