Practical Tools
5-Part Checklist for Selecting the Best Financial Wellness Vendor for You
If you're considering providing a financial wellness program for your employees, you’re in good company.
More and more companies are looking to provide this benefit.
The challenge is finding the right fit between a vendor and your workforce.
This checklist can help with the vetting process.
In this Practical Tool, you'll discover:
- What questions to ask regarding the investment management database, storage, and security
- Why the vendor's resources and available tools should get a closer look
- Which key decisionmakers in your company should help choose a new partner
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