Is your workforce financially prepared?

Take a quick, six-question self-assessment to see how ready your employees are for retirement — and where a little support could go a long way.

Employees walking up a path toward a flag at sunrise, representing progress toward retirement readiness.

Key questions for your employees

Small questions. Big progress.

Eight questions every employee should be able to answer — the same ones our financial-wellness program walks them through.

Key Questions — ask yourself these key questions to see where you are today and what steps can help you build a stronger financial future. 1. Where is my money going? Do I have a budget and am I spending in line with my goals? 2. How can I reduce debt? What are the best strategies to pay down debt and avoid future debt? 3. How is my credit health? What is my credit score and what can I do to improve it? 4. Am I on track for my major goals? How can I best plan for buying a home, paying for college or other big expenses? 5. Will I have enough income in retirement? How much will I need, and what steps should I take now? 6. What do I need to know about Social Security? When should I take benefits and how will it fit into my overall plan? 7. What do I need to know about Medicare? When do I enroll and what are my options? 8. How can I make better financial decisions? What resources and habits can help me build a more secure future? Small questions. Big progress.

Financial Wellness Calculator

Evaluate your retirement readiness.

Use our Financial Wellness Calculator to see where you stand. It takes about a minute — your answers simply reveal where your team stands and where we can help most.

Financial Wellness Calculator

Your 6-question scorecard

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Answer honestly — there are no wrong answers, just a clearer picture.

1How confident are you that your employees are on track for retirement?

2How often do employees ask questions about retirement, Social Security, Medicare, or financial planning?

3Do you currently offer financial wellness education beyond enrollment meetings?

4Do you believe financial stress impacts employee productivity?

5Do you know whether employees understand how to maximize their benefits?

6Do you have a strategy to help employees prepare for retirement?

Workforce readiness score

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Answer all six questions to reveal your workforce readiness score and a tailored next step.

Introduction to Pension Maxima's Financial Wellness Program

Financial Wellness Made Simple — and Fun

Help employees build financial confidence through practical education, concept videos, quizzes, real-life events, cartoons, and more—so they can make better financial decisions today and save more effectively for retirement.

Two people in a warm, focused conversation about a financial plan.

Where this leads

A simple conversation, tailored to your team.

A Retirement Readiness Review walks through your results and a practical plan to strengthen financial wellness — education, benefit guidance, and a strategy your employees can actually use.