Addressing the specific financial needs of employees, HR managers and executives in a simple, sophisticated experience.
Attracting and retaining the best and brightest talent is a top priority for employers. Finding innovative solutions to meet the personal needs of every employee can be a challenge.
Financial challenges are the #1 cause of employee stress, negatively impacting their wellness and your bottom line. By investing in employees’ financial wellness, employers see an average of $3 return on investment for every dollar spent. That return comes in a variety of forms, including:
Consumer Financial Protection Bureau - Financial Wellness at Work Report
Tailored Financial Wellness options, available individually or combined.
BrightPlan helps employees plan for and achieve life’s most important goals. We make it easy to create personalized goals, invest to achieve them and actively track progress towards success.
Employees can view all their financial accounts (e.g., the current company 401(k) or HSA) in BrightPlan and receive advice and education. Opening a BrightPlan Investment Account with a low minimum of $500 provides access to a Financial Advisor from our sister company, Plancorp.