Are Your Plan Sponsor Clients Catching on to Financial Wellness?

There are any number of industry surveys that indicate a growing interest in the concept of, if not the application of, financial wellness. In this week’s reader poll we’d like to know if it’s catching on with your clients/prospects.

The 8th annual survey on corporate Health and Well-being from Fidelity Investments and the National Business Group on Health found that 84% of large-and mid-sized company respondents now have financial security programs, such as access to debt management tools or student loan counseling, in their well-being strategies, up from 76% a year ago.

But that survey also suggests that financial wellness is a general term being applied to a wide variety of disparate programs, albeit with some commonality of focus.

This week, we’d like to know if your clients/prospects are getting on board, or if they’re still just mulling it over, and, to the extend it’s different from your notions, what they include in that focus on financial wellness.

Reply to this week’s NAPA Net reader poll at

And we’ll wrap it all up for you on Friday.

Post a Comment

Your email is never published nor shared. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>