Employer-Based Financial Wellness Programs in Wisconsin: Survey Findings

In late 2021 into early 2022, the Wisconsin Department of Financial Institutions (DFI) surveyed Wisconsin employers on behalf of the Adult Health and Workplace Financial Literacy Committee of the Governor’s Council on Financial Literacy and Capability. The purpose of the survey was to learn more about employer-provided financial wellness programs in the State. The Committee, chaired by Jeff Grothman, partnered with DFI and the Center for Financial Security (CFS) to develop and administer an online survey via Qualtrics. The 2021-2022 survey was based on an earlier survey launched in 2012 by the Workplace Financial Literacy Committee. The report with survey findings and recommendations is now available to download and view.