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Financial Wellness Report: 2019 Year in Review



The financial health of the average American worker has remained steady, but the profile of the typical employee engaging in a financial wellness benefit is changing. This guide will summarize the trends related to financial wellness programs in 2019. This guide discusses:

  • 2019 at a Glance
  • How Engagement Types Influence Financial Wellness
  • The Financial Implications of COVID-19
  • Financial Wellness by the Numbers
  • And more

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Information obtained from third-party sources is believed to be reliable but not guaranteed.

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser.  Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services.  Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

For important disclosures please click here.