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Education & Wellness

Education & Wellness

Wellness Statistics show:

  • 28% of workers have less than $1,000 saved outside of their workplace savings plan
  • 55% of 401k participants avoid dealing with their finances because it is out of control
  • 64% of US workers say finances are a main source of stress
  • 26% of 401k participants expect to run out of money in retirement based on current financial habits
  • 7 out of 10 HR professionals say financial problems impact employee performance

Our financial education and wellness programs will help employees feel more confident, take action, and stay engaged in managing their financial lives.  We believe a healthier workforce can help improve the bottom line and promote the natural turnover of your workforce allowing young talent to grow within your organization.


How we will deliver education:

  • Identify/Understand your employee base
    – Participant surveys
    – Review plan data for behavior trends
    – What topics are important to them?
    – How do they like to be communicated with?
  • Communicate
    – Group meetings
    – Webinars
    – Newsletter program
  • Engage – the next step of education is being active
    – Train them on using provider resources
    – PSG Guided enrollment
    – Personal financial dashboard
    – One-on-one meetings with retirement analyzer
  • Monitor
    – Review YOY to monitor changes in participation rate, savings rate, retirement readiness, investor behavior

Maryland Office
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759
Phone: 301-543-6000 Toll Free: 888-740-3501

Virginia Office
2247 W. Great Neck Rd, Ste 201, Virginia Beach, VA 23451
Phone: 757-271-8824 Toll Free: 888-740-3501

© 2012–2016
Planning Solutions Group, LLC