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Tag: Money Management

Financial Wellness or Legal Minefield? Hidden Risks in Employer-Sponsored Financial Programs

By parkeddkIn BlogPosted April 16, 2025

In recent years, “financial wellness programs” have become a hot trend in employee benefits. Marketed as tools to improve employee retention, reduce financial stress, and promote smarter money management, these programs are often bundled with investment advisory services, insurance offerings, or “free” financial consultations.

Tags: Breach of Fiduciary Duty, Customer Suitability Claims, Employer-Sponsored Financial Programs, ERISA, ERISA Fiduciary Claims, Fiduciary Advisors, Fiduciary Claims, Fiduciary Exposure, Fiduciary Liability, Financial Advisor, Financial Programs, Financial Services Litigation, Financial Suitability Disputes, Financial Wellness Programs, Jesse Kibort, Money Management, The Blog
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