Gallagher 2026 Financial Benchmarks report draws on 3,700+ U.S. employers as financial wellbeing support expands
Key points
- The report draws on data from more than 3,700 U.S. organizations
- Employers use plan design, guidance, self-service tools and HSAs to provide support
- Employers are adding debt management and emergency savings; AI is used to personalize guidance
Gallagher's 2026 Financial Benchmarks report draws on more than 3,700 U.S. organizations to examine trends in retirement plan benefits, financial wellbeing strategies and supporting coverages. It says employers are using plan design, guidance, self-service tools and HSAs, and adding debt management and emergency savings. Digital tools and AI are used to personalize guidance. Tip: HR teams can compare these practices against their own financial wellbeing benefit coverage.
What employers should do
- Compare report practices against your own financial wellbeing benefit coverage
Original report: Human Resources Director ↗Edited with AI assistance. Facts are based on official sources and original reports. For information only; not legal, immigration or insurance advice.