HR.com's HR Research Institute has announced the formation of its State of Financial Wellness Advisory Board for 2027, bringing together HR, benefits, and financial professionals to guide research on employee financial literacy and well-being. The board will shape research into employees' financial challenges, workplace financial wellness programs, best practices, and the role of tools, metrics, and emerging technologies such as AI in improving financial well-being.
The advisory board includes Heather Coleman of Enriched Academy, Dan Comisar of BrightDime, Shatrina Cosby of Purchasing Power, Kim Duffy-Wylam of Baker Tilly, Damond Fauconier of Transportation Federal Credit Union, Marite Marlow of the Center for Employment Training, Lilah Raynor of Logica Research, Cassandra Rose of Fringe, and Rahkim Sabree, a financial wellness consultant and author. Their expertise will help ensure the research addresses real-world challenges and provides actionable insights for HR leaders.
Debbie McGrath, CEO of HR.com, emphasized the importance of this initiative: "Financial stress can have a significant impact on employees' overall well-being and their ability to thrive at work. This research will help HR leaders better understand employees' needs and identify practical, effective ways to build financial wellness strategies that make a meaningful difference."
The findings and insights from the research will be explored at a follow-up virtual event in the new year, offered free to the HR community. The State of Financial Wellness 2027 Virtual Event March 10, 2027 aims to equip HR professionals with actionable insights to strengthen financial wellness initiatives and better support employees' financial health.
The HR Research Institute releases annual "State of the Industry" reports across various HR topics. The most recent report on this topic is HR.com's State of Employee Financial Wellness 2026. This and other free research reports and infographics can be downloaded at hr.com/researchinstitute.
