Addressing the specific financial needs of employees, HR managers and executives in a simple, sophisticated experience.
Integrated planning approach with existing employer benefits (401(k), HSA, etc.)
Engagement collateral and content provided to employer
Automated enrollment, no IT integration required
Life plan and investments fully portable with employee at retirement or transition
Active, ongoing advice and education for employees
BrightPlan will work with you to create needed content. (Co-branded emails, signup page, building posters, digital postcards, Intranet page etc.) Our in-house digital designer creates the content based on your guidelines and approval.
We will attend employee fairs, conduct webinars for on-boarding and educate employees on specific topics and work with you to assist in driving adoption.
This is a self serve model where employees enroll with Brightplan from a co-branded landing page based on the invitation email from the HR department. BrightPlan will create this page based on your guidelines and approved messaging.
An employee will receive advice on fund selection and participation in their 401 (k) and HSA. Employees can link these benefits to their goals (Retirement etc.) to better understand the long term benefits and outcomes in BrightPlan.
BrightPlan leverages the cloud platforms of industry leaders to keep employee personal data secure
BrightPlan is built on the Salesforce platform so clients can benefit from Salesforce security measures including: secure data centers, strict employee access controls, and disaster recovery architecture
Our partnership with Envestnet | Yodlee provides fast, secure account verification. Tens of millions of customers around the world link accounts through Yodlee, including clients of 13 of the top 20 US Banks
BrightPlan Managed Investment Accounts are opened at TD Ameritrade. Through TD Ameritrade, cash and securities in BrightPlan Investment accounts are each protected up to $500,000 of insurance