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Emory launches new financial wellness checkup for employees

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On Jan. 1, Emory launched a new financial wellness checkup designed to help employees better understand their overall financial picture. The new program, offered in partnership with Emory’s retirement vendor, Fidelity NetBenefits, provides employees with a quick snapshot of their financial health, including a financial wellness score and actionable steps for making improvements. Those eligible can also earn an incentive or reward for participating.

“Emory’s desire to support the well-being of our employees includes not only physical and emotional health but financial health as well,” says Farrah Williams, assistant vice president of wellness/health strategies. “Financial well-being is integral to one’s overall health and well-being, which is why we are expanding our 2024 incentives to include financial education.”

How the program works

Employees complete a simple questionnaire within their Fidelity account and receive immediate feedback on what they’re doing well and the specific things they may need to work on. To take the checkup, you must be registered with Fidelity's NetBenefits. If you are already registered for your retirement savings account, use your existing username and password to access your account. If you have not registered an account with Fidelity, visit to set up an account. Step-by-step instructions for setting up an account and accessing the checkup can be found on the HR financial well-being webpage.

Eligible employees who complete the checkup will receive a $25 medical plan well-being incentive. To be eligible, you must be a current Emory University or Emory Healthcare employee enrolled in an Emory medical plan and complete the checkup between Jan. 1 and Nov. 15, 2024.

Benefits-eligible employees who are not on an Emory medical plan cannot receive the incentive but will be entered into a raffle drawing for a chance to win prizes. “We wanted everyone to have a chance to earn a prize for committing to their well-being regardless of whether they use Emory’s medical benefits,” explains Williams.

Investing in financial wellness

The financial well-being incentive is just one of many targeted efforts to help Emory employees develop good financial habits.

“The need for improved financial education is ever more important,” says Mary Ellen Eady, a work-life specialist with human resources. “The new incentive is one of many things Emory is doing to help our employees understand their finances and the importance of saving.” 

Other resources include free retirement plan counseling with Emory’s retirement plan vendors, financial tools and resources on Fidelity’s NetBenefits site and the opportunity to join the Emory Alliance Credit Union. The Emory Alliance Credit Union also offers Emory employees access to a free Financial Well-being Center (you do not need to be a member to use the platform). Additionally, Emory offers workshops and webinars on various financial topics throughout the year.

Other incentive programs

The financial wellness checkup is part of Healthy Emory’s 2024 Medical Plan Well-being Incentives program designed to encourage employees to live their healthiest lives. Employees and spouses can participate in a variety of activities to earn incentives that are applied to the medical plan to help offset medical expenses throughout the year.

Greg Flood, director of learning and development for Emory Healthcare, finds Emory’s incentives programs helpful for building healthier habits in his daily life. “I put reminders on my calendar to regularly complete all the programs because they help me be more intentional about my health and well-being,” Flood says. “They help create space and time in my busy day to invest in myself.”

The 2024 incentives programs include a variety of campaigns and activities, such as Operation Eat Right; Move More; Stress Less, Live More; and Sleep Better, Feel Better. Incentives can also be earned for participation in other activities, such as completing an annual preventive wellness exam, participating in the Winship 5K or enrolling in the Diabetes Prevention Program.

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