Many companies have health and wellness programs for employees, meant to encourage behavior like exercising, losing weight or quitting cigarettes. Financial wellness programs are next; an Aon Hewitt survey of 250 large employers found 90 percent were interested in helping employees improve their financial health. Plan advisors can add value by helping participants build better spending habits (and upping their contributions to the plan). At the National Association of Plan Advisors conference in Nashville on Sunday, Barbara Delaney, founder of StoneStreet Advisor Group, and Brian Hamilton, vice president with financial wellness at Dave Ramsey, outlined a few things to keep in mind when tackling financial wellness.
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