Practical Strategies to Help Employees Maximize Financial Wellness

Tax Time: A Golden Opportunity for Employee Financial Wellness

In our recent blog, we explore how Benefits for the Future, our initiative with JPMorganChase, can partner with employers to transform the tax season into a powerful financial security catalyst for their workforce. With the IRS issuing over $334B in refunds last year, this annual moment presents a significant yet underutilized opportunity.

We outline four practical strategies to help employees maximize tax credits, access free preparation services, and direct refunds toward savings goals. By implementing these approaches, employers create measurable business outcomes while helping employees build financial security.

Read the Blog

WEBINAR: The 4-1-1(k): A SECURE 2.0 Provision’s “Grand” Impact on Emergency and Retirement Savings

SAVE THE DATE for our webinar with PlanAdviser on June 10, 2025 at 2:00 pm ET, sponsored by BlackRock’s Emergency Savings Initiative, for a robust conversation on SECURE 2.0’s emergency savings provisions.

Commonwealth Senior Vice President Nick Maynard will moderate the panel of guest speakers, including Tom Armstrong, Vice President, Voya Financial and Head of Voya Behavioral Finance Institute for Innovation; Kathleen Kelly, Founding & Managing Partner at Compass Financial Partners, a Marsh & McLennan Agency LLC Company; and Carrie Schroen, Managing Director, BlackRock.

Follow Commonwealth on LinkedIn for registration updates!

Commonwealth in Action: Upcoming Events

With an exciting lineup of conferences and events on the horizon, we’d love for you to connect with our team in person this spring and summer— let’s discuss how we can work together at one of our upcoming appearances!

Senior Vice President, Nick Maynard, is speaking at the PSCA National Conference in Las Vegas this week, as well as at the PLANSPONSOR National Conference in June.
This week, Senior Director Charvi Gandotra will be speaking at the Wellbeing at Work Summit in Chicago.
Join Associate Director, Charles de la Cruz, on stage at Finovate Spring in San Diego this May.
Co-Founder and CEO Timothy Flacke joins JPMorganChase's Jennie Sparandara at Work Human Live as they lead the thought-provoking session, "Recognition of the Whole Employee: How Benefits Addressing Workers’ Financial Challenges Result in a Win-Win".
Timothy Flacke will also take the stage at Sustainability LIVE in Chicago this May, as well as at Financial Health Network’s EMERGE Forum for Financial Health in San Diego this June.
Senior Vice President Paula Grieco will appear in June at Fintech live New York where she will take part in the AI in FinTech that explores how AI is revolutionizing areas such as fraud detection, personalized financial services, and automated trading.