Financial Wellness

First : Mike
Last : Wilson

System or Organization: Utah Retirement Systems

Topic: Financial Wellness

Your Question/Comment: The Retirement Planning Team at Utah Retirement Systems is curious if any system is offering financial wellness programs. If so, what topics (beyond retirement planning) do you cover/present/have information on? Did you develop the content/program yourself, or did you purchase it from a 3rd party vendor? If you use a vendor's materials, can you share who the vendor is and what your experience has been? And just in general, if you are offering financial wellness materials or a program, how has it been received by your members? Pros and cons? We're looking for any pertinent information you'd be willing to share; thanks!

Email Address: [email protected]


Note: NPEA respectfully requests respondents share as much as they can via the blog so everyone can learn from those experiences. If an issue is overly technical, we would greatly appreciate respondents who are willing to be contacted include their contact information within their blog post. Thank you.

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