ALEX on Financial WellnessPromote your financial wellness offerings, help your employees improve their sense of wellbeing, and encourage meaningful behavioral change.

Financial Stress:
It’s the Pits!

It can affect employees’ health and emotional wellbeing, and when it gets really bad, it can impact their performance at work. Unfortunately, asking for help isn’t something employees are likely to do. It’s just too embarrassing. That’s where ALEX and your company’s financial wellness program come in.

With an engaging, interactive format and friendly, non-terrifying tone, ALEX: Financial Wellness helps employees with four key topics:

  • Budgeting
  • Debt
  • Emergency Savings
  • Retirement Savings

The informative, judgment-free, and completely private conversation provides financial wellness education, and drives employees to your specific wellness program offerings.

No Financial Wellness Budget? Your ERISA Funds May Help.

Because part of ALEX: Financial Wellness focuses on helping employees prepare for retirement, you might be able to pay for it with excess retirement plan assets (also known as ERISA funds or plan revenue credits) or forfeitures collected by your retirement plan record-keeper.

To see if this applies to your company, check with your friendly legal or compliance department. And if you have any questions for us, please feel free to get in touch. Thanks!

Other Products You Might Be Interested In