One PlanAdviser study showed that 48% of employees name retirement as their top cause of financial stress. Additionally, a recent survey by Goldman Sachs asked employees “What financial planning and advice services are you most interested in receiving from your employer?” A clear majority selected “retirement saving and investing.” 

‍The Opportunity‍

Unquestionably, employees want and need retirement planning support. Whether they are looking to get started, or check in on their timeline and trajectory, employees are eager for a helping hand to discern if they’re doing it “right."

The Trend

No financial wellness solution will be complete in 2025 without comprehensive retirement planning education. This may include regular classes and courses, articles, and/or access to one-on-one meetings with a retirement plan advisor.

The Bottom Line‍

Financial wellness solutions in the workplace will only continue to grow in popularity as employees look for support to make their finances “work” now and build a sustainable future for themselves and their families. Reliable retirement education will be essential to make sure employees feel cared for and confident in their future at your organization.