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New White Paper Describes the Best Practices for Implementing a Financial Wellness Program
"We are happy to share our practical experience and tips for successful program implementation with the retirement advisor community. While financial wellness has become a popular employee benefit, many plan advisors and sponsors struggle with putting a new benefit program into practice. We hope these recommendations encourage wider adoption of authentic financial wellness programs for employees," says Martha Menard, PhD, senior researcher at Questis.
Titled, "Implementing A Financial Wellness Program: Guidelines for Retirement Plan Advisors and Sponsors," this white paper covers topics such as program adoption and engagement, incentivizing, becoming a program champion, and measuring ROI. Following this guide will set your practice up for a prosperous and engaging program launch.
As a company dedicated to helping improve the level of satisfaction people feel about their finances, Questis has built a technology platform that easily assists advisors and plan sponsors in guiding their participants to financial wellness. We invite you to take a detailed walk through the implementation guide in order to better understand how you can quickly and successfully implement a financial wellness program, and ultimately reach your end goal of improving your participants' financial health.
To view and download the white paper, click here https://www.myquestis.com/
Questis is a configurable technology platform that allows retirement advisors and financial service providers to easily deliver their own personalized financial wellness programs to their plan sponsors and participants — and generate revenue from them. With secure, scalable software, fueled by integratable features and advisor coaching, Questis gives plan advisors, sponsors, and participants a comprehensive, connected digital experience to reach and surpass their financial goals. Founded by financial advisors, created for advisors, Questis uses technology, strategy, and service to build configured programs that work within — and for — any advisor's business model. Learn more at https://www.myquestis.com/