Contribute to your employees' well-being beyond traditional benefits. Everence can help you do it.
Help your employees thrive and gain financial health across a lifetime.
A spectrum of education and services
Financial wellness program
You want to help employees save more through your retirement plan. But your staff may have financial stress that prevents them from taking full advantage of your significant retirement saving benefit.
Everence can help with a wide spectrum of education and service offerings to help improve the financial success of your employees.
Assessment tools
Financial wellness assessment tools that can be used to evaluate the needs of employees and their progress toward financial wellness.
Educational events and resources
A wide range of educational resources, tools and events
On-site and community seminars and webinars
Online and print education, services and tools (through Everence and our record-keeping partners)
One-on-one personal assistance
Fiduciary-based consulting services
Basic budget and debt counseling
Workplace trend of financial wellness
Why now?
Financial wellness has grown as a new employee benefit for good reasons.
• To engage employees. Many employers aim to recruit and retain quality staff
with innovative benefits.
• To help save for retirement. Employees want to save for retirement, but
financial strains affect their ability to save.
Your employees naturally want to become more financially stable over their lifetime and more resilient when facing challenges that life throws at them.
Employers traditionally help their employees in three areas of financial stability:
Covering health costs (health plans)
Saving for retirement (retirement plans)
Providing some protection (ancillary insurance benefits)
A financial wellness program can strengthen all the areas of your employees' financial life so they can fully take advantage of other benefits you offer.
Get your questions answered
Before you take the leap, let's talk about the needs of your employees.
Contact us
To learn what financial wellness offerings are available for your plan contact:
