MAY 2019 RETIREMENT PREPAREDNESS Case Study2 Case Study: How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness About The Fortune 500 company profiled in this case study engaged Financial Finesse to design and implement a Financial Wellness benefit to: ? Combat financial stress ? Enhance productivity ? Improve morale ? Reduce turnover ? Minimize health care costs Challenges ? Large workforce (40,000+) with a significant number of call center employees who cannot easily make time during the workday to engage with the personalized financial coaching resources available to them. ? Many employees were low income and in desperate need of financial coaching — with some even facing a financial crisis that required immediate intervention. ? High rate of 401k loans and

Join for free to read