Workplace Financial Wellness Services: A Primer for Employers

The Center for Social Development at Washington University in St. Louis (CSD) and Prosperity Now work to advance the financial well-being of households with limited income. With this primer, we hope to provide employers an overview of common workplace-based financial wellness services that can be tailored to serve the needs of lower-income workers.

In this primer you will find an introduction to workplace financial wellness services, questions to consider when exploring these services, and employer experiences with these services. You will also find descriptions and examples of common workplace financial wellness services, including:

  • financial counseling and coaching services
  • debt management services
  • savings products and services
  • short-term loans and accrued wage advances
  • online financial management tools
  • financial education classes and seminars
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