Designing a System That Improves Outcomes for Workers: Integrating Financial and Physical Wellness Into a Modern Health and Benefits Strategy
1:00 PM - 2:15 PM ET
Financial stress is a health issue. Health and retirement leaders are increasingly expected to treat it that way. This webcast explores the growing evidence linking financial health to physical and mental well-being, and what that means for designing a modern retirement and benefits strategy. Panelists will cover practical financial wellness tools including emergency savings accounts and Trump accounts, how they fit into a holistic wellness strategy, and the compliance and fiduciary considerations plan sponsors need to understand before adopting them. Attendees will leave with a framework for building risk-managed, employee-centered retirement and benefits programs that address both financial and physical health outcomes.
Learning Objectives:
- How financial stress affects health outcomes, utilization and productivity, and why benefits strategy should treat the two as linked
- What emergency savings accounts offer as financial wellness tools, and how to evaluate them as part of a benefits package
- What fiduciaries and plan sponsors need to address on compliance, data privacy and risk management before rolling out these tools
Speakers
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