The impact of financial stress can lead to impaired focus, health, performance and unintended consequences in the workplace. These factors reveal the need for plan sponsors to help improve employees’ financial wellness and overall state of well-being.

The definition of financial wellness varies from client to client. Curcio Webb believes financial wellness is more than retirement preparedness, credit repair or debt management. True financial wellness initiatives are broad and deep while focusing on the mission to change lives. Financial wellness is often more than just an online tool because people still need human interaction.

Working with Curcio Webb

Curcio Webb assists our client financial wellness initiatives in the following ways:

  • Creating a definition of financial wellness that is unique to each client
  • Reviewing current offerings because the financial wellness industry is evolving quickly, as are the offerings and the number and types of providers
  • Determining financial wellness goals by helping clients develop a strategy about how financial wellness fits into their current benefits offerings, mission, business strategy, and culture
  • Managing the search and selection of the appropriate financial wellness providers, including sorting through the large number of market options

Our Financial Wellness Provider Experience

We’ve helped numerous clients manage the search and selection of financial wellness providers. Our team members are comprised of subject matter experts. We do not believe that generalists can drive the specific outcomes our clients desire. Curcio Webb consultants have a varied background, which includes working for providers, global consulting firms, and industry. In addition, we have actuaries who joined Curcio Webb from large consulting firms and an ERISA attorney who served as an internal benefits attorney for two Fortune 50 organizations.