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Silicon & Software Technology Company

Case Study

A Silicon Valley technology company with over 4,000 employees in the United States needed to find ways to attract top talent and create a work environment that keeps employees engaged and focused. With a mix of financial benefits ranging from 401K contribution matching to deferred compensation programs for executives, they wanted to give all employees access to a comprehensive solution that improves their overall financial wellness.

Read this case study and learn about:

  • The challenges they were faced with and why they explored adding a Total Financial Wellness solution to their mix of benefits
  • The goals and key requirements they defined for a solution, and how BrightPlan checked these boxes
  • How  they delivered a highly competitive financial wellness benefits package to employees with 20% of the workforce enrolled and growing 

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