Based off of a 2016 third-party research panel study of more than 1,000 US adults, this report dives into the relationship between employer-provided financial education and employee retirement account balances, emotional stress levels, and overall productivity. We've found that employer-provided financial wellness is a critical component of healthy companies and successful employees.

In this study we examine:

  • Sources of retirement education used by American workers

  • How age and income are correlated with access to retirement education resources

  • Maximizing employee contributions to retirement benefit plans

  • Impact of employer-provided retirement education on overall employee wellness

  • Receptiveness of employees toward workplace retirement education

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