Financial wellness has taken center stage in 2025, but not all programs live up to the name.
Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges.
In this episode, Derek Burrow breaks down what financial wellness means in 2025 and why it requires more than a brochure or benefits packet.
He explains how today’s most effective programs go beyond awareness. Real impact comes from real-time tools, personal education and resources that employees can access easily, right when they need them. Just as important: clear communication. Even the best-designed plan won’t help if employees don’t know it exists or can’t figure out how to use it.
Derek also reframes financial wellness as more than a perk. It’s a strategic move that helps employees manage daily expenses, prepare for emergencies and work toward long-term goals like retirement or home ownership.
It’s all part of the human side of retirement planning to give people the tools and support to build stability now and into the future.
Watch the full episode to see how thoughtful communication and practical tools can make financial wellness a core part of your plan strategy.
