Typically, plan sponsors want to see a successful track record of working with other companies of similar size and type, as well as a history of longstanding client relationships. (Photo: ©mnimage – stock.adobe.com)
Offering a financial wellness program is a great way for benefits advisors to provide more value to their clients and stand out from their peers.
According to the February 2020 MassMutual Financial Wellness Trends Study, 42% of employers offer one or more financial wellness benefits, 19% have begun implementation of a new program, and nearly 20% plan to introduce an employee financial wellness program within three years.
Kris Alban is executive vice president of iGrad, a San Diego-based financial technology company that provides artificial intelligence-powered financial wellness solutions to employers, financial institutions, colleges and universities. Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
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