.webp)
Industry: Not-for-profit
Employee Count: 680
Location: New York, NY
CEO identified a clear and growing concern. They found that many employees were struggling with financial confidence and long-term planning with many not fully utilizing the retirement benefits available to them.
The employees who did participate in retirement plans were taking loans against their accounts while other employees were not participating at all.
As Benefits Specialist, Brian Jackson shared, the organization saw that employees simply “did not know what was available to them when it came to investing and building long-term security.”
Once CEO identified the gap in financial confidence and retirement participation, they knew they needed more than a digital tool or informational resource. They needed a partner who could engage employees in real conversations and build trust. That is where Your Money Line stood out.
CEO saw the difference right away. Brian shared that he was “really impressed with how interactive YML has been with our staff.” Your Money Line took time to understand CEO’s specific challenges and design a plan that fit their workforce. The approach felt intentional and tailored, not a one-size-fits-all approach.
For employees, the impact was immediate. Every employee has one on one access to a real financial guide who makes complex money conversations clear, practical, and actionable.
“You operate from a space of being people-centered. So that really sets the tone for how your interact with our employees.”
Once CEO shared their primary challenge, underutilization of retirement benefits and lack of financial awareness, YML partnered directly with CEO to develop targeted communications that encouraged employees to take action.
Together, CEO and YML launched a retirement-focused initiative designed to increase awareness, boost confidence, and encourage employees to connect with YML financial guides.
YML helped deliver clear, approachable messaging that explained the value of retirement participation and highlighted how employees could receive confidential, judgment-free support.
Following the retirement-focused initiative, CEO saw meaningful growth in retirement plan engagement.
CEO’s 403(b) utilization rate increased by 10% in just 1.5 quarters.
For CEO these numbers are more than just engagement but represent real behavior change. It shows that when employees are given the right support and guidance, they take action.
“Employees are now able to better understand how to make their dollars work for them not just now but for the long run.”
While increased retirement participation was a clear win, the deeper impact showed up in employee confidence. CEO consistently heard that employees felt supported, respected, and empowered after speaking with YML financial guides.
“What sets you apart from other vendors is that you are people centered.”
Instead of offering generic advice, YML meets employees where they are. Financial guides take time to understand each individual’s history, habits, and goals, then translate complex topics into clear, practical next steps.
CEO’s mission is built on helping people rebuild their lives through stability, opportunity, and long-term success. That same commitment extends to the employees who support that mission every day.
By partnering with Your Money Line, CEO delivered more than a financial wellness benefit. They provided employees with a trusted, people-centered resource that made financial conversations feel approachable, practical, and judgment-free. With one-on-one access to real financial guides, employees gained the confidence to take action and the clarity to make smarter long-term decisions.
“There has been an increase in confidence with employees when they speak with the staff at YML.”
That confidence is more than a feeling. It is a shift in behavior, mindset, and long-term stability. CEO’s story proves that when organizations invest in financial wellness with the same care they invest in their people, the result is stronger employees, stronger culture, and a stronger future.
