After developing awareness of the employees’ top financial challenges, review them in the framework of your financial well-being philosophy to determine areas of focus for your organization. There are many resources available in this space and the landscape changes often; consult your dedicated Marsh McLennan Agency team for assistance.
If your organization works with a third-party provider, such as the ones listed below, it is important to involve the recordkeeper as you develop and implement your plan. They may have an existing relationship with a vendor and/or be able to integrate services to boost the employee experience and provide the organization with better data.
Your employees can take ownership of their financial journey with the help of these useful tips and resources.