The State of Financial Wellness in Today's Workplace
Employee financial stress doesn't stay at home—it shows up in the workplace through lower productivity, reduced engagement, higher turnover, and missed business goals. Yet many organizations continue to rely on financial wellness programs that are disconnected from employees' most pressing needs. Backed by new research from SHRM Thought Leadership in partnership with Raymond James, this report reveals why financial wellness has become a critical business strategy and what leading organizations are doing differently to build a more resilient, committed workforce.
Download this SHRM research report in partnership with Raymond James to uncover the data behind today's financial wellness challenges and the practical strategies that can help your organization close the gap between employee expectations and employer support. You'll learn how to design a more effective financial wellness strategy, prioritize benefits that make the greatest impact, and demonstrate measurable value for your workforce and your business. If you're ready to strengthen retention, improve employee well-being, and drive better organizational outcomes, this report provides the insights to help you get there.
In this report, you'll learn
- Why financial wellness has become a strategic driver of engagement, retention, productivity, and business performance.
- The biggest disconnects between current employer offerings and the financial support employees value most.
- Which financial wellness programs deliver the greatest impact—and how to prioritize investments that matter.
- Six research-backed strategies for building an integrated, measurable financial wellness program that supports employees while advancing organizational goals.
Download the report and discover how a stronger financial wellness strategy can create stronger employees, stronger workplaces, and stronger business results.
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