Local United Ways and other community-based organizations across the country are successfully partnering with employers to use the workplace as a platform for providing financial education and related services for low- to moderate-income wage earners. Many of these programs have demonstrated tangible results in helping employees improve their financial wellness.
As part of the Financial Wellness at Work initiative, United Way Worldwide and the FINRA Investor Education Foundation sponsored independent research to increase understanding about the best ways to identify and engage corporate partners to provide workplace financial wellness programs. The research also tested communications strategies to encourage employee participation in these programs.