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Demystifying Financial Wellness Webinar Recording

Medical expenses, credit card debt, the cost of education, and saving for retirement top the list of financial challenges for American workers today. SHRM study on financial wellness in the workplace revealed that seven out of 10 HR professionals indicated that personal financial challenges have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues.

Despite their popularity, many plan sponsors express concerns about a number of obstacles to offering a wellness program such as lack of time, resources, and budget.

In a recently hosted webinar, CAPTRUST’s Defined Contribution Practice Leader Scott Matheson moderated a 45-minute discussion on employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner. We'll cover the basics, including:

• What exactly is financial wellness?
• What are the pillars of an effective financial wellness program?
• How can employee financial wellness be measured
?

And we’ll share case studies and first-hand examples of successful employee financial wellness programs. 

Click here to listen to the webinar recording.

Another resource that may be helpful in learning more about employee financial wellness is the following:

Addressing Financial Stress in the Workplace

Announcements

Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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Announcements

VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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