Over 1,200 employees were surveyed nationwide to showcase saving habits, evolving benefits preferences, and challenges savers are experiencing in today's economic climate. The results illustrate the future of financial wellness and workplace savings —and how employers and financial advisors can align their offerings with evolving employee priorities.
"Employees are increasingly viewing financial wellness offerings as a 'must-have' in today's workplace environment. With inflation fears and uncertain economic outlooks affecting retirement goals, employers and advisors have a huge opportunity to enhance their offerings beyond the traditional 401(k)," said Aaron Schumm, founder and CEO of Vestwell.