Our approach starts with assessing an employee’s financial health, then providing the suggested actions the employee can take to help them reach better outcomes. Our goal is to provide a personalized experience for your employees with access to a large network of financial professionals offering guidance that fits their needs.
To help accomplish this, we offer:
Financial Wellness Tracker
Supported by industry research and our insights from working with millions of employees, the Financial Wellness Tracker is a proprietary assessment that calculates a financial wellness score based on where your employee is today. It delivers a suggested action plan detailing the personalized steps to consider to help improve their financial lives. The Financial Wellness Tracker is easily accessed through BenefitsOnLine®.
Provide your employees with actionable information, tools and guidance to help them gain financial confidence. Our resources provide accessible, engaging content that features insights from our Chief Investment Office as well as financial education material from Better Money Habits® (developed with the Khan Academy1). Whether it is workshops, webinars or access to our online education center, your employees get on-point instruction how and where they want it.
Your employees can work with trained financial wellness specialists across the country, no matter their level, life stage or goal, to help them pursue what’s important to them whether in-person or over the phone.