Welcome Human Resource Leaders
Financial Morale Check
How your employees are doing financially is private, but if you are observant you've probably noticed those who are doing well and those who are struggling. In this video, Pete helps you take a temperature check of your employees' financial morale.
Help Your Employees Forgive Their Student Loans
The Public Service Loan Forgiveness (PSLF) program is an underutilized program for forgiving student loans. Your employees may be eligible and our experts can help your team determine if they qualify. They'll also help them walk through the application process.
The Different Lifestyle Groups in Your Workforce
Your workforce is not a monolith, your employees vary from college student interns to pre-retirees itching to start their next chapter. Your workforce is divided into smaller groups of similar interests or lifestyle and they each have their own concerns and needs -- here's how you can reach them all.
Back to Work Struggles
You've bent over backwards for your people in the last year and half, and as you ease back into the office it's time to get back to normal. These growing pains are new and awkward, but you aren't alone. Pete talks through the ways in which you can push your team back to their pre-Pandemic glory right here.
Meeting ALL Your Employees Where They Are
Your employee makeup is likely all over the map. From hourly interns to the CEO, parents of college students to singles, and so on. There are many income and lifestyle differences among your workforce and your challenge is to meet them all where they are. We can help.
The Solution to the Retirement Crisis Will Surprise You
You've heard of the retirement crisis and are likely very familiar with your employee retirement numbers. Retirement isn't a choice, at some point we all will need to stop working. Are your employees ready? Are you stuck on how to help them? Pete's got the answer on how to get them there.
Numbers You Need to Know
Data is extremely important, and no less so in financial wellness. Most likely your #1 metric for financial wellness is your retirement plan numbers. While these numbers are important, they don't tell the whole story. Learn more from Pete right here.
Your Employees Need Help Navigating the Housing Market
The housing market is bananas right now. Any employees looking to sell or buy are going to be faced with tough choices that they'll have to make super FAST. This isn't a good recipe for smart decisions. Your employees need guidance fast.
The Economy is Changing, Here's What You Need to Know
We are slowly entering the post-pandemic period and the economy is going to change rapidly. While this will likely be a good thing, there are things to know, avoid, and keep an eye out for. Are your employees prepared for this change? Watch to find out.
Do Your Employees Really Need Your Help With Their Financial Lives?
You may not know or hear of financial problems in your workforce. Which may lead you to assume that everything is fine. Statistically speaking though, your employees are struggling. And not just the ones in the lowest income bracket. Your C-Suite is likely struggling with underfunded retirement or even living paycheck-to-paycheck. Finances are messy, but we can help.
Consumer Pendulum is Swinging UP, Here's What You Need to Know.
The American economy is about to boom. While this is great news, we need to celebrate with caution. Getting too excited can cause spending problems. Are your employees prepared to make smart choices? Pete has a word on what they need to know.
What YOUR Role is in a Financial Wellness Program
Any program that promises a one-and-done approach to success isn't being honest with you. Engagement success with programming takes a bit of work. In this video Pete lays out exactly what your role is in making a program as beneficial as possible to everyone involved.
How to Garner the Elusive Top Down Buy-In
You may receive executive buy-in to make a purchase, but there is a huge difference between signing off on something and whole-heartedly endorsing it. You need the latter to make a difference and Pete's here to tell you the why and the how.
Engagement: Depth over Breadth
Engagement and ROI are extremely important when selecting a wellness benefit. The focus for so long has been on breadth and general usage. Listen here as Pete flips that model on its head and makes a case for DEPTH.
Why Tech Alone Can't Solve Your Financial Problems
Tech has been all the rage for decades, but there is one thing it can't ever replace -- human contact. There are many ways to streamline your financial life with tech, but does it really solve your behavioral problems? Is it enough for your employees? Pete has thoughts here.
The Unique Value of a Financial Wellness Program
Especially now, free anything sounds great. When your retirement plan provider offers free financial resources or coaching it can seem too good to be true. And in most cases, it is. Watch to see Pete explain why free resources only do so much.
Your Employees' Problems are Your Problem
Your employees' personal financial problems are private and none of your business, and yet if you've been in HR long enough you know that personal finance problems often bleed into work life. Listen as Pete talks you through how to manage the fine line between personal and professional.
Comparing Your Money Line to a Free 401k Program
In the last few years 401k companies have gotten wise to what companies are looking for and have jumped on the financial wellness train. While on the surface this seems like a great benefit, there is more to it than meets the eye.
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Take Your Money Line for a Test Drive
It's hard to put into words how meaningful a conversation with a trusted financial counselor can be. Most people have no one they can ask their important money questions, and no Google doesn't count! To learn more about our program and to test drive it for yourself, schedule a call with Erica Terkhorn today!