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Financial wellness programs: How they can make a difference for your clients and their employees
September 23, 2025 @ 1:00 pm – 2:00 pm EDT
Learn about the financial challenges workers face today and how a comprehensive financial wellness program can support their financial well-being, enhance productivity and help employers attract and retain a competitive workforce. Learn key SECURE 2.0 Act provisions related to financial wellness and how ADP’s best-in-class financial wellness programs can help workers overcome their financial challenges and reach their goals. Your business clients look to you for help in navigating employer benefits like retirement plans, and this course is designed to set you up for success.
Upon successful completion of this course, you should be able to:
- Review key statistics about workers’ current financial well-being
- Explore why financial wellness is important today
- Discuss reasons retirement only education is not enough
- Explain the value and benefits of holistic financial wellness programs
- Outline the components of a holistic financial wellness program
- Learn about ADP’s comprehensive employee financial education programs
- Explore the ADP Achieve financial wellness components
- Explain success measurement of financial wellness programs
- Find out how SECURE 2.0 legislation helps support financial wellness
- Covers the assistance and support available to Accountants through ADP to help clients make informed decisions about their retirement plan benefit.
