This summary outlines the primary findings of the full report—The Importance of Financial Wellness to Workers and Employers. Both the Executive Summary and the full report are ‘working documents’ and are subject to change as conditions and products in the financial wellness arena continue to evolve. This report and subsequent research inform the National Fund’s Financial Wellness Project which seeks to help small and mid-sized companies improve the financial wellness of their employees.
II The Importance of Financial Wellness to Workers and Employers
This report, The Importance of Financial Wellness Programs to Workers and Employers, is a working paper of the National Fund for Workforce Solutions. Its final conclusions and findings are expected to evolve as the National Fund progresses through Phases Two and Three of its Financial Wellness Project and will reflect the evolving nature of the financial wellness field. The paper is intended to inform the National Fund’s network of local collaboratives and employer partners about the factors affecting the financial stability of low- and moderate-income households and explores the emerging field of employer-sponsored financial wellness programs.