Financial Wellness

Considerations for Selecting a Financial Wellness Provider

As financial wellness increases in popularity, it becomes critical to develop a valid framework for selecting a financial wellness provider. Providers offer a variety of tools, resources, and services. Due to the diversity of offerings, if employers can effectively communicate their highest-priority components of a financial wellness provider, they may be better suited to navigate what is becoming an increasingly complex landscape. Here are some considerations that employers may want to incorporate into their evaluation process. This list only serves as a framework to start their evaluation—the needs and priorities of every employer may differ.

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Create Your Own Request for Information

Your clients can pick and choose from the questions compiled here to create a customized “Request for Information” and collect responses from their short list of financial wellness providers to assist in making an informed choice.

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