Work Perks

Benefits Communication Tips & Trends

It's Time to Revisit Financial Well-being - Q4 2026

Work Perks is a quarterly newsletter on Benefits and Wellness topics,

and it's designed for busy HR professionals.

Inside this issue

  • Money Matters: Financial Wellness for Young Employees 
  • Beyond the Nest Egg: 10 Financial Well-being Benefits that Work 
  • Getting from ‘Someday’ to ‘Today’—Encouraging Younger Employees to Save for Retirement 
  • Walk the Talk on Workplace well-being


Sky high! That’s how many react to the cost of groceries, gas, healthcare… and the list goes on. As inflation erodes more of our buying power, many Americans are falling behind. The National Foundation for Credit Counseling reports that a large majority of U.S. adults feel monthly debt hinders their ability to build wealth or plan for the future.


With that in mind, we're highlighting some recent OKG blog posts to help sharpen the focus on financial wellbeing. You'll find tips and tools to help raise your employees' understanding of the ins and outs of money management and build confidence in their decisionmaking.

Money Matters: Financial Wellness for Young Employees

Tracking income, expenses and credit scores can help build awareness, a first step toward feeling confident about financial decisions. This blog describes what some leading companies are doing to educate employees about the financial world we’re living in. It suggests useful programs and resources to help employees make ends meet today and build an income for tomorrow – plus communication tools and tips to encourage participation.

Beyond the Nest Egg: 10 Financial Well-being Benefits that Work

Given the everyday challenges of just making ends meet, a recent report from WalletHub should come as no surprise: The percentage of Americans struggling with their finances grew by more than 45% in just two years, from 2021 to 2023. This blog provides ten ways you can expand financial well-being benefits beyond retirement savings and use these resources to attract and retain employees.

Getting from 'Someday' to 'Today'—Encouraging Younger Employees to Save for Retirement

Retirement planning may not be a priority for younger employees, but creating a culture of financial well-being in your organization is a good place to start. This requires a holistic approach and top-down support. Here are some tips on how technology, targeted messaging and leadership involvement can get employees engaged in planning ahead. Adding social media to the mix can pull in younger employees through testimonials, video or trendy TikTok financial well-being communities.

Walk the Talk on Workplace

Well-being

Whether it’s physical, emotional or financial, the biggest influence on employee happiness and well-being is workplace culture. Creating a culture where employees have the support they need to thrive means developing programs, connections and communities within the organization. This blog explores how to identify disconnects and close gaps.

The O'Keefe Group is a boutique internal communications firm and certified women-owned business. We’ve worked with HR professionals from some of the world’s leading companies for more than 20 years. Internal communications is our superpower, and we want to share our expertise with you.

 

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