2026 Financial Wellness in the Workplace Report:
Turning financial preparedness into workforce advantage
About the Report
Building personal financial capability — together
Our fourth annual Financial Wellness in the Workplace Report explores the evolving financial challenges facing today’s workforce and the opportunities they create for employers. Drawing on insights from employers and workers across the U.S., the research examines gaps between financial confidence and preparedness, emerging benefits trends, and the impact of financial well-being on workforce outcomes. The findings highlight opportunities for organizations to strengthen employee support, improve benefit effectiveness, and help build a more financially resilient workforce.
Opportunities to Strengthen Workforce Financial Preparedness[1]
As employers look to improve financial preparedness and workforce outcomes, the research points to growing demand for financial education, guidance and workplace banking resources. These findings reinforce the value of solutions like PNC Workplace Advantage, which help connect employees to the tools and support they need to make informed financial decisions.
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PNC Workplace Advantage
Help employees build financial confidence while gaining insights that help you understand benefits engagement, participation and program value.
Employees face increasing financial complexity, while employers experience rising pressure to maximize the value of their benefits investments. PNC Workplace Advantage helps bridge that gap through financial guidance, education and enhanced banking and investment benefits that support employee wellbeing and workforce performance.[2]
Explore PNC Workplace Advantage
Webinar Replay
Gain actionable insights from PNC leaders and industry peers on strengthening financial well-being, maximizing benefit effectiveness, and enhancing employee engagement.
Previous Financial Wellness in the Workplace Reports
Kaley Keeley Buchanan
Senior Vice President and
Head of PNC Organizational Financial Wellness
Insights
Discover how leading employers are creating tangible value through financial wellness.
Client Success Stories
Client Success Story – Cincinnati Reds
The Cincinnati Reds, a Major League Baseball organization, teams up with PNC to deliver full suite of financial wellness solutions for employees.
Client Success Stories
LKQ Corporation Boosts Recruitment & Satisfaction with On-Demand Pay
Learn how LKQ Corporation boosted employee satisfaction and recruitment by offering On-Demand Pay with PNC EarnedIt. Read their client success story.
Client Success Stories
Bob’s Red Mill and PNC: A Relationship Built to Grow
Why Bob’s Red Mill turned to PNC for industry insight, ESOP Advisory experience, and a relationship‑first approach to growth.
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