Service Offerings - BrightPlan

Global Support

Comprehensive and inclusive financial wellness benefit that delivers a consistent experience for global employees of U.S.-based employers. Scalable and compliant solution that gives employees 24/7 access, enabling them to track and manage their finances in one place and consume financial education relative to their country’s economic trends. In-country financial planners who speak the local language,Continue reading "Global Support"

Retirement Readiness

In-depth retirement planning education, advice and resources that empower employees to achieve financial independence and confidently retire on-time. Extension of HR team providing administrative support for financial and retirement planning that helps them save time, resources, and mitigate risk. Company-specific targeted communications and virtual workshops that enable employees to better understand and fully utilize theContinue reading "Retirement Readiness"

Survivor Support

Personalized support for employees and their families that have lost a loved one, including help navigating the emotional journey and financial complexities. 24/7 digital support for beneficiaries paired with empathetic financial counseling on employer-provided benefits, estate planning considerations, sources of liquidity, and more. Grief and bereavement education that helps employees navigate the emotional journey, includingContinue reading "Survivor Support"

Global Support

Comprehensive and inclusive financial wellness benefit that delivers a consistent experience for global employees of U.S.-based employers.

Scalable and compliant solution that gives employees 24/7 access, enabling them to track and manage their finances in one place and consume financial education relative to their country’s economic trends.
In-country financial planners who speak the local language, provide personalized financial guidance and are trained in company benefits.
DE&I data and insights that surface pressing needs for various employee populations, and reveal areas of opportunity to optimize benefits offering across the global workforce.

Solution Overview

Retirement Readiness

In-depth retirement planning education, advice and resources that empower employees to achieve financial independence and confidently retire on-time.

Extension of HR team providing administrative support for financial and retirement planning that helps them save time, resources, and mitigate risk.
Company-specific targeted communications and virtual workshops that enable employees to better understand and fully utilize the retirement resources available to them.
Educational content focused on retirement readiness that supports employees’ financial, mental, and emotional journey to retirement.

Solution Overview

Survivor Support

Personalized support for employees and their families that have lost a loved one, including help navigating the emotional journey and financial complexities.

24/7 digital support for beneficiaries paired with empathetic financial counseling on employer-provided benefits, estate planning considerations, sources of liquidity, and more.
Grief and bereavement education that helps employees navigate the emotional journey, including resources on end of life and funeral planning, life insurance basics, estate planning, and more.
Ongoing administrative support for documentation requirements, account transitions and help managing next steps.

Solution Overview