Business Partner Survey

Company Name

Do we provide all of the resources that you need?

What resources do you use to help with your financial wellness program?

Bank at Work Program and Credit Union at Work

Brokerage

Retirement Provider (IRA, 401(k), 403(b))

What would you like to see in a financial wellness program?

More variety in financial education topics

Self-paced courses for employees

Reference material (such as handouts)

Online resources for employees

Are there financial education topics that would be of interest to your employees?

Family Finances

Budgeting

Investing

Credit

Financial Recovery

Retirement

Educational Costs

Home Lending

Spending Habits

Other

If you selected Other above, please describe:

How can we enhance our financial wellness program to better meet your needs?

Which of the following are you interesting in providing your employees?

Onsite/virtual visits: Whether in person or online, employees can learn more about their credit union benefits, find out more about products and services and even open accounts.

Financial education seminars/webinars: Choose from several financial literacy topics to equip your employees with the knowledge and skills to manage money effectively.

Has your company name changed in the past 12 months?

Previous Company Name

Total Employees

Primary Contact Person

Primary Contact's Title

Primary Contact's Email

Email Verification

Company Address, City, State and Zip

Would you be interested in participating in our Truliant at Work HR Focus Group?

The Truliant at Work Advisory Committee consists of Business Partner contacts across our footprint from multiple industries. The Committee meets quarterly to discuss our Financial Education, Wellness Program to help us continuously enhance the program to ensure it meets the needs of all of our Business Partners and their employees.

If you need any credit union membership kits, please let us know how many you need?

Do you know of another company that would benefit from offering our Financial Wellness Program to their employees?

If so, please provide their contact information including name, company, title, phone number and email address.

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