401(k) Fridays Podcast

Episode Description You have likely had someone pitch or discuss with you the idea of introducing financial wellness to your employee population, or if you haven’t, the conversation is undoubtedly coming soon!  In this episode we tackle the not so simple questions of what is financial wellness, how do we know if someone is financially healthy and is Financial Wellness here to stay or is this another passing fad in the benefits arena.  To help explore the topic I have Doug Murray, EVP and Mary Hollingsworth, SVP and Director of Product Strategy at Wells Fargo Institutional Retirement. A few key points to listen for are who should be defining what financial wellness means, employers or their service providers, the motivations around introducing financial wellness to your workforce and how to set goals and measure outcomes for a financial wellness offering. An interesting point that we discuss and one to ponder, if you shift your focus to promoting more holistic financial wellness within your workforce, are you