Related Research
LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update
The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.
LIMRA Financial Wellness Index® Key Insights (Infographic)
The drop in overall financial wellness highlights the need for benefits, education, and services to help employees manage their financial lives and futures.
About Wellness: Exploring Plan Sponsor Perceptions and Actions
This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.
LIMRA Financial Wellness Spectrum: Understanding Consumer Wellness, Situations, Expectations, and Needs
“Financial Wellness” is multi-faceted. Explore the interplay of financial, physical, and emotional factors in five financial wellness types.
Financial Wellness: A Key Driver of Workplace Productivity
Financial wellness significantly impacts employee well-being and productivity. Employers offering financial wellness programs can reduce employee stress, improve job satisfaction, and enhance overall workplace efficiency, leading to lower turnover and better business performance.
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