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Let’s Get Financially Fit

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Strategies To Reduce Business Benefit Costs

➤➤ Assess current health insurance plans
➤➤ Evaluate or consider offering “voluntary” benefit options
➤➤ Examine pension offerings
➤➤ Consider adding a Roth 401(k) or Roth 403(b) option
➤➤ Target wellness program financial incentives

Strategies To Increase Employee Financial Well-Being

➤➤ Implement focused personal finance education
➤➤ Create savvy employees involving big-ticket purchases
➤➤ Enlist employee input on best “personal finance” practices
➤➤ Distribute objective personal finance materials to boost employee financial wellness
➤➤ Incorporate “financial wellness” into your employee wellness programming

For the full WELCOA report and a FREE Monthly Cash Flow Budget/Worksheet, click here: Financial Wellness

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