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1111 W. 22nd St., Suite 100
Oak Brook, IL 60523





Financial Wellness in the Workplace

We believe employees who feel more secure about their personal financial situation are likely to focus more attention on their day-to-day responsibilities — and take on those tasks with greater confidence and increased enthusiasm. Other potential advantages are:

Increased participation in the company retirement plan
Decreased turnover
Increased productivity
Enhance company culture

Financial issues are common in the workplace:

  • 77% of workers are dissatisfied with amount saved.
  • 58% have not tried to calculate how much they need to accumulate for retirement.
  • 37% have not saved for retirement.
  • 43% of employees age 55+ have saved less than $25,000 for retirement.

Source: EBRI Retirement Confidence Survey — “Saving For Retirement in America” — 2006

But that’s only part of the picture. The ability to find and retain talented workers are key points to any employer’s success. Offering a financial wellness program can serve as a major recruiting tool. Financial wellness is not about money; it’s about decision making. That central objective makes the Waddell & Reed Financial Wellness Program. It helps employees with:

 Change Behavior

In an ongoing effort to increase our industry knowledge and bring added value to their clients, Jason, Mary Anne, and Maralynn completed training for Waddell & Reed Financial Wellness Program. If you are interested in learning more about the Waddell & Reed Financial Wellness Program, please email any of us, or call 630-954-4611.