A financially strong company starts with financially strong employees

Corporate Wellbeing

What is Corporate Wellbeing and Why Do We Need It?

Corporate Wellbeing is a program that helps employers save money while helping better prepare a company's employees for retirement.
It's a win-win!

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Why Should an Employer Care About an Employee's Financial Health?

Financially unfit or unprepared employees come at a dramatic cost to a company's bottom line

Employees who are unable to retire on time effect demographics and increase employer costs to medical insurance, have a higher likelihood of accidents & sickness, and may affect productivity

There's never been a way to quantify employer liability...until now

Corporate Wellbeing calculates the employers economic interest in employee financial health. It analyzes the effect of unprepared employees, and it helps find the plan design changes that will make the most difference to employee retirement readiness

The future wellbeing of a company starts with the wellbeing of your most valuable assets, your employees

Satisfied Customers

Corporate Wellbeing strategies have helped dozens of employers and hundreds of employees with retirement

Software

Using our proprietary algorithms we are able to quantify an employer's financial liability of having employees who are unable to retire by analyzing employee demographics, insurance, and other factors

Helping Employers

Corporate Wellbeing provides hard data to employers that shows how a workforce that is unprepared to retire hurts their bottom line, and provides solutions to that problem

Informational Articles & Charts

35 Million Baby Boomers will have to delay retirement
Jamie Linkowski, AIF®, discusses why businesses should have a financial advisor who is more holistic;
versed in human capital and risk mitigation consulting.