No single wellness benefit drives retention, but taken holistically, wellness benefits show your company cares. And that does drive retention.
If employers are choosing to focus on educating their employees on how to build and manage an investment portfolio, then, it’s vital to get it right. This means starting with and emphasizing the basics of building an investment portfolio that has, first and foremost, a strong and balanced core allocation to growth and income investments, with the right amount of cash holdings (not too much) and, only when that is in place, the addition of aggressive growth investments.
Design your financial wellness program to do more than “educate” employees about finance. Design it to effect behavioral change.