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Workplace Financial Wellness Program

Improving financial wellbeing in the workplace increases productivity and engagement while enhancing your benefits investment

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Employee financial stress has doubled since COVID-19 began and they are increasingly looking to their employer for help.1 What can employers do to help their employees during these difficult times? Implementing a financial wellness program in the workplace can help increase your employees’ financial confidence and improve their engagement and productivity while enhancing your benefits investment.


Improve the well-being and productivity of your employees Drive employee engagement Enhance your benefits investment
57% of employees feel their financial well-being has a great impact on productivity2 53% of employers implement financial wellness programs to attract and retain employees3 76% of employees offered financial wellness programs are satisfied with their benefits2
83% of employers believe workplace financial wellness programs and tools help to create more productive, loyal, satisfied and engaged employees2 69% of employers agree that they need to offer financial wellness programs to be competitive in hiring and retaining employees3 98% of employers want a unified and holistic financial wellbeing program4
Workplace financial wellness programs provide tangible benefits to the businesses that offer them, including greater employee satisfaction, improved productivity, lower turnover rates and potentially decrease company healthcare costs.


Ameriprise Financial is uniquely positioned to offer employee financial wellness programs to companies like yours. Our financial planning, education, tools and resources can help employees develop good financial habits and make smarter long-term decisions to help your employees plan ahead for retirement.

Financial education icon

1. Financial planning

We offer personal financial advice with a road map to help employees achieve their financial goals.

Adding financial planning to your benefits can help:

  • Provide personal support for employees
  • Provide planning services that address your business objectives
  • Extend benefits to all employees to select groups

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2. Financial education

Our group of financial wellness programs cover key financial topics to help employees with financial planning education and benefit decisions.

We can offer:

  • Seminars, events and complimentary initial consultations
  • Topics relevant to your employee needs and culture
  • Practical, actionable financial conversations

Financial tools and resources icon

3. Financial tools and resources

A full suite of financial resources gives your employees the tools to do their own research and analysis. 

Adding financial planning to your benefits can help:

  • Provide 24/7 access to the Ameriprise financial wellness website
  • Get easy access to online market updates and calculators
2Bank of America 2020 Workplace benefits report
3MassMutual Financial Wellness Trend Study 02/2020
4Buck 2020 Financial Wellbeing and Voluntary Benefits Survey
Ameriprise Financial cannot guarantee future financial results.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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