Want employees to engage with financial wellbeing program? Take a page out of this playbook
By
Messer Construction Co. was struggling to get their employees engaged with a financial wellbeing program. By forming a new partnership with LearnLux they got 1900% more participation in less than six months. Here’s how they formed the new relationship – and achieved an impressive turnaround:
Looking at the data, the HR team knew employees weren’t using what was being offered by the legacy financial wellness provider.
The main option was to call a coach, but not all employees were ready to take that step.
“Employees aren’t all starting in the same place when it comes to their level of financial confidence and the types of life decisions they’re making,” said Theresa Cappel, HR Director at Messer.
The previous vendor expanded access via an information hub. However, it wasn’t user-friendly because of the volume of content and a cluttered layout.
Search process
In need of a more holistic approach, the company researched and interviewed a number of new vendors, viewed demos of each platform and discussed the pros and cons of each vendor.
Messer chose to partner with LearnLux with the goal of offering a financial wellbeing program that would better meet the needs of their workforce.
“LearnLux ticked the boxes on everything we were looking for in a financial wellness platform for our employees,” Cappel said.
More options
Because of how much everybody’s on their mobile devices, LearnLux’s mobile-friendly platform was appealing.
The platform allowed employees to easily get a financial checkup, set up a budget and educate themselves – all at their convenience and their own pace.
Anyone needing more support beyond what they can do on their own can email or chat online with a financial planner, or book a phone or video call for a more in-depth experience.
To make appointments that fit employees’ schedules, LearnLux’s planners made themselves available almost any time, including early mornings, nights and weekends.
Employees that called a planner said they got customized guidance, and that the advisors are personable, non-judgmental and didn’t to try to sell them anything.
Big impact
Engagement spiked when Messer partnered with LearnLux to create a comprehensive benefits communication plan and rolled out the digital + human program to meet employees where they are.
In less than six months, there was 1900% more participation in their new financial wellbeing program. In fact, employees participated in just one LearnLux webinar more than they ever had in the previous program.
In a positive tone, and featuring specific how-tos, it covered how to set goals and make serious progress, while still enjoying life now.
Messer employees felt supported, guided and encouraged by the LearnLux financial wellbeing program, so much so that:
• 67% of employees completed a financial checkup
• 25% completed on-demand money microlearning lessons, and
• 28% started creating budgets.
This improved financial education benefit saved time for the HR team so they can better determine where to focus resources and messaging.
Advertisement
“Employees appreciate that the LearnLux team can meet them wherever they are in their financial journey, whether they are trying to build emergency savings, pay down debt or invest for retirement,” Cappel said.
For more information, click here.
Further Reading
Washington Paid Leave Premium Increases Jan. 1
On Jan. 1, 2027, Washington’s Paid Family & Medical Leave premium increases to 1.2%, from 1.13%. Employers will pay 29.3% of the paid leave premium; the employee share is 70.7%. Employers may cover some or all of employees’ share. Generally, employers with fewer than 50 employees don’t need to pay the employer share unless they […]
Year-End Fringe Benefits: Check Payroll’s Accounting Cutoff
With year-end approaching, payroll teams should review whether the IRS’s optional special accounting rule makes sense for certain taxable noncash fringe benefits. The rule lets employers treat benefits provided during November and December (or a shorter period within those months) as paid in the following year. For example, personal use of a company vehicle in […]
Handy Open Enrollment Jargon Cheat Sheet for You
Open enrollment can be a hectic time of year for HR pros and the employees you help. Add open enrollment jargon to the mix, and you can ensure confusion will flourish. Clarifying Open Enrollment Jargon So we’re equipping our readers — and your employees — with a handy jargon cheat sheet to get through benefits […]
Massachusetts Changes PFML Contribution Allocation for 2027
Massachusetts recently updated its paid family and medical leave contribution guidance after passing Chapter 101 of the Acts of 2026. The changes take effect Jan. 1, 2027. The law shifts employer contributions from medical leave to family leave to mitigate the impact of IRS guidance on PFML benefit taxation. Employers with 25 or more covered […]
Make a Bigger Impact with Your Benefits with the Right Choices | 2-Minute Video
Choosing benefits isn’t a check-the-box activity for employees anymore. Employees want — and need — benefits that fit their lives. Notice, we didn’t say they need more. They need the right benefits so they can use them and manage them to the fullest. What’s Up in This Episode: Right-Fit Benefits That’s why, in this episode […]
Why Employees Struggle With Open Enrollment and 6 Ways to Help
As open enrollment season looms, HR departments will want to prepare to help employees before it even starts. They’ll have questions, and you want to give them the information they need to make the best decisions about their benefits. Employees have confidence in you to answer questions and take care of them: Two-thirds of employees […]