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Test and Target As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Financial Well-being

Promote a total health approach to employee well-being and reduce health care expenses by adding financial education and guidance to your organization's wellness offerings.

Employees have growing concerns over their financial future—and financial stress impacts employee productivity. Recent studies have shown that your employees want your help when it comes to financial education. To help you support your workforce, Marsh McLennan Agency now offers financial education and guidance services.

49

%

of those saving for retirement say they will likely need to access their retirement savings for expenses prior to retirement.

72

%

of employees report being attracted to other companies that care most about their financial well-being.

88

%

of employees use the financial wellness services their employers provide.

(Source: PWC Employee Financial Wellness Survey, 2021)

Benefits of Financial Well-being

Delivering a financial well-being program to your employees can have many positive impacts.

  • Lower absenteeism
  • Improved employee productivity 
  • Increased ability to attract and retain talent
  • Increased employee satisfaction and engagement
  • Helps employees maximize the benefits program
  • Reduced health care expenses

 

“Employers have achieved an average ROI of $3 for every $1 invested in a financial well-being program.”

Source: Retirement Advisor

Financial Well-being Coverage

Take your employees’ prosperity from concept to reality. Marsh McLennan Agency’s financial well-being education and guidance includes a variety of comprehensive services designed to grow wealth step by step.

Virtual 1:1 employee to financial coach consultations

Provide your team with unlimited, on-demand coaching with a fiduciary advisor to review their financial goals and challenges and develop a personal plan.

Monthly webinar series

Stay on top of the latest information on topics affecting your business and your employees like HSA/HRAs, market updates, Social Security, debt management, and more.

Employee financial well-being engagement certification program

Drive employee engagement and ensure your return on investment (ROI) for the financial well-being program.

Interactive financial well-being website

View our award-winning website with access to videos, articles, educational courses, webinars, budgeting tools, calculators, virtual 1:1 scheduling tool, and more.

Personalized assessment tools

Empower your employees with access to financial well-being self-assessments, money personality behavioral analyses, and personalized action plans.

Student loan benefit solution

Help your employees manage their student debt and implement student loan debt assistance.

Meet Winfred, a retirement specialist.

Winfred Boyce Jr.

Associate Director, Financial Wellness
Greensboro, NC, 15 years' experience

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