A CFOs Guide To Financial Wellness

https://yoursummit.com/wp-content/uploads/2021/04/Plan-Sponsor-Guide-CFOs-Guide-to-Financial-Wellness.pdf

When employees are financially stressed, they spend three or more hours a week – approximately 150 hours per year – worrying about personal finances or dealing with them at work.1

A financial wellness program is a soft benefit, so if you feel anxious about offering this benefit, you’re not alone. There are a lot of questions to consider:

Will employees be engaged in the program?

Will productivity improve?
Will turnover decrease?
Will this program improve our balance sheet?
And, more importantly, how to measure ROI?

Here’s your CFOs Guide to Financial Wellness

Categories

Share the Post:

Related Posts

Required Plan Amendments for All Retirement Plans

Key amendment and restatement deadlines are approaching for many retirement plans. Reviewing your Plan now can help prevent a last-minute rush! Now is a good time to confirm that your Plan document, Plan operations, and current objectives remain aligned. Your service providers can guide you through the amendment and restatement

Helping Employees Save Through Life’s Busiest Years

Make retirement saving easier with automatic plan features Mid-career employees have a lot on their plates. They’re juggling families, careers, mortgages, and caregiving. As financial demands multiply, immediate obligations often take precedence, while future saving goals, like retirement, may get deferred. Three out of four Millennials and half of Gen

Streamlining Benefits Administration

Summit helps an employer reduce administrative complexity, enhance employee benefits, and achieve significant long-term savings.

Corporate Headquarters
5420 LBJ Freeway, Suite 1940
Dallas, Texas 75240

Quick Links

Legal Links

© 2026 All Rights Reserved.

Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which theyare properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.