Survey Results: Employer Approaches to Financial Well-being

This survey examines the employer strategies for financial well-being, the programs offered and how financial health is assessed.

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June 16, 2025

This survey—conducted in collaboration with Fidelity Workplace Consulting—explored employer-sponsored financial well-being strategies and the challenges they face across their organization’s workforce.

This survey was fielded in April 2025 and includes the results from 102 employers. Sixty-nine percent of organizations identified as multinational.

Key Takeaways

  • Employers’ financial well-being strategies often include multiple aspects, with the three most common being retirement savings, asset protection and budgeting.
  • While multinational employers acknowledge the challenge in offering a consistent set of financial-well-being benefits across countries, most have adopted a global consistency approach - and more are in the process of developing one now.
  • In addition to the suite of financial offerings, employers also position other health and well-being benefits (e.g., EAPs and HSAs) as tools to support financial well-being.

To read more, click the button below to download the full report.

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Survey Results: Employer Approaches to Financial Well-being

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