It is normal for working Americans to experience some form of financial hardship.
When employees have proper financial wellness education, they can develop the mindset to see the long-term impact of their savings decisions. It all starts with something as simple as budgeting, the cornerstone of good financial habits.
Share this ‘Ultimate Household Budgeting Worksheet’ with your employees to help them learn more about their spending habits, identify their wants and needs, and begin to prioritize savings.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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