Financial
Readiness Overview
Countless
studies and surveys identify alarming trends among workers:
- They spend more than they earn
- They borrow more than they
save
- They lack a basic financial plan
- They don’t know
where to begin
Other studies find workers to be financially distressed and likely to:
- Be less engaged in work-related activities
- Spend work time resolving
financial matters
- Blame the employer for financial
troubles
We concur with these findings, but recognize
most business leaders believe they already do enough
to help employees. Given other concerns, such as
fiduciary liability and higher costs
for funding employee education, they are often reluctant
to do more or move quickly. Our solution is to help
businesses reallocate underutilized
or invisible resources, so they can provide leading-edge
financial education services at little or no cost.
To learn more, click to
order your free copy of our white paper entitled “A Time For
Change: Financial Literacy In The New Benefits Paradigm.”
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