Financial Wellness with HelloWallet

Personalized Financial Guidance for Your Employees & Improved Benefit

Program Outcomes for Your Company

Best in Class Financial Wellness

Application

Exclusive Offer through Aon Hewitt

HelloWallet Delivers a “Win-Win”

Unbiased financial guidance to budget, plan, and increase prosperity

Drives increased readiness for consumer driven Benefits

Connects with Benefits best suited to individual needs (401(k), HSA, FSA, Insurance)

For Employees For Companies

New data intelligence about the holistic needs of employees to better align Total Rewards investments

ROI realized in the form of cost savings and program improvement outcomes

Measurable Program and Business Outcomes

Primary Measurable Program Impacts Focusing on Program Value Drivers

Increase Savings in Health and Retirement Programs

Increase Retirement Readiness

Reduce Leakage in Retirement Programs

Improve employees financial health

Improve ability of workers to manage consumer driven benefits

Primary Workforce and Benefit Program Insights

Learn the financial health profile of your workforce, and barriers to consumer driven plan adoption and success

Drive expanded, data-driven decision making around 401k, health, and lifestyle Benefits

Align benefit spending with benefit needs

Thought Leadership in Workforce Behavior Change

Debt Savers in Defined Contribution PlansHelloWallet recently released a study showing how growing debt is

derailing the plans of many for a stable retirement. Some key findings include:

Data Driven Retirement & Wellness Insights

Such benefits are also intended to help employees save better so they can actually retire, making for a younger – and less costly – workforce.”

— Aon Hewitt, 2014 Hot Topics in Retirement: Building a Strategic Focus.

76%

of companies are looking to expand their focus on financial well-being in 2014.

Financial Wellness is a Priority for Your Peers

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