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Advisors Take Steps to Measure Employee Engagement in Financial Wellness Programs (PDF)
Retirement Advisor Council 
Jan. 13, 2021 "Employee engagement is essential in determining the value of any Financial Wellness program. The purpose of this Research Report is to help retirement plan sponsors design a Financial Wellness Program Management Dashboard based on the practices of leading retirement plan advisors. The report provides a framework for monitoring progress and gives guidance to plan sponsors on the key indicators to monitor." |
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