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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