The National Fund for Workforce Solutions is surveying business leaders to learn why and how companies provide financial wellness services to their employees. Financial wellness services are financial education, tools, and products designed to improve the employee’s financial security (beyond retirement benefits). If you are offering any of these services to your employees, we would like to talk to you about your experience. The purpose of the Workplace Financial Wellness Project is to promote the role of financial health strategies in helping workers gain control over their financial futures and improving worker productivity, especially among small and mid-sized employers.
 
We hope you can help us by taking this brief (3-minutes) online survey. All responses will be confidential, and a summary of our analysis will be made available to all survey respondents.
 
If you have any questions, comments or concerns, contact our project staff at info@nationalfund.org.
 
Thank you, in advance, for your participation.

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* 1. Which category best describes your organization's sector?

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* 2. What is your job role?

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* 3. What are your main products or services?

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* 4. Roughly how many full-time employees currently work for your organization?

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* 5. Roughly how many part-time employees work for your organization?

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* 6. Do you offer your employees a retirement program? (check all that apply)

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* 7. Do you provide services to your employees to improve their financial security beyond retirement security? (e.g. counseling, advice, loans, etc.)

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* 8. Which workplace financial wellness services do you offer? (check all that apply)

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* 9. Who provides those services? (check all that apply)

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* 10. How do employees access financial wellness services?(check all that apply)

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* 11. Would you be interested in telling us more in a brief phone conversation?

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