The findings of NEPC’s Defined Contribution Financial Wellness Survey are outlined in the infographic below.

Key highlights the findings suggest:

  • Virtually all record keepers offer financial wellness, including “bundled” services
  • While technology is clearly a part of the delivery process, human interaction is available about half the time
  • Most plans are offering financial wellness and the reported usage numbers are high
  • The record keepers report that retirement savings is the primary use
  • Usage is how plan sponsors are measuring success as opposed to fewer sick days, less stress and better engagement.

Infographic depicting

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