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Explore BrightPlan’s latest research, reports, webinars, and case studies to discover how total financial wellness drives business outcomes, improves employee well-being, and supports HR teams globally.

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Featured Resources

Download the 2024 Wellness Barometer Survey

Our latest report offers data-backed insights into how financial wellness affects employee engagement, retention, and well-being.

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Download the 2024 Wellness Barometer Survey

Our latest report offers data-backed insights into how financial wellness affects employee engagement, retention, and well-being.

Download Now

Webinars

Most financial wellness programs stop at awareness. Few deliver measurable business impact. In this executive session, we reframe financial wellness from a feel-good initiative into a true performance lever. You will learn where financial wellness ROI actually shows up across productivity, retention, and benefits utilization—and why many programs fail to move the needle despite highContinue reading "Beyond Awareness: Using Financial Wellness to Drive Impact"

Beyond Awareness: Using Financial Wellness to Drive Impact

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Webinars

Reclaim trust. Reimagine relevance. Revolutionize your benefits strategy. Open enrollment is no longer just a checkbox on the HR calendar. It’s your moment to connect, engage, and lead. Join us for a bold conversation about how generative AI is rewriting the rules of open enrollment and giving HR leaders new tools to deliver personalization, transparency,Continue reading "The Benefits Reboot: How AI Is Redefining Open Enrollment"

The Benefits Reboot: How AI Is Redefining Open Enrollment

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Webinars

Join us for an exclusive look behind the curtain with Bread Financial as they share what worked, what they’d do differently, and how you can use financial wellness to fuel workforce performance. In this webinar, you’ll uncover: Proven ROI: See how financial wellness is tied directly to performance metrics and business outcomes. Employee-Centric Strategies: Learn howContinue reading "From Perk to Power Move: Drive Real Business Outcomes with Financial Wellness"

From Perk to Power Move: Drive Real Business Outcomes with Financial Wellness

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Webinars

Join forward-thinking CHROs, People Officers, and Benefits Leaders for a high-impact webinar exploring how enterprise HR teams are turning AI innovation into real business outcomes—from personalized financial wellness to smarter global benefits management. This isn’t just a trend. It’s your competitive edge. Why This Webinar Matters HR is at an inflection point. With global teams expectingContinue reading "From Hype to Impact: The AI Playbook for HR & People Leaders"

From Hype to Impact: The AI Playbook for HR & People Leaders

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Webinars

Today’s economic landscape is unpredictable—but your support doesn’t have to be. As interest rates, inflation, and life expenses shift, employees are navigating more financial decisions than ever. In this webinar, we’ll explore how employers can be a steady source of guidance—boosting resilience, productivity, and retention through meaningful financial wellness strategies. Walk away with actionable insightsContinue reading "Leadership Imperatives: Support Employee Financial Wellness in Uncertain Times"

Leadership Imperatives: Support Employee Financial Wellness in Uncertain Times

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Webinars

Tax season doesn’t have to be stressful—for employees or employers. When employees understand how to leverage tax-advantaged benefits like HSAs, FSAs, and retirement accounts, they make smarter financial decisions that drive long-term security. What you’ll learn: Reducing tax stress boosts employee well-being and productivity – Supporting financial wellness leads to more engaged, focused, and loyal employees.Continue reading "Help Your Employees Navigate Tax Season with Confidence"

Help Your Employees Navigate Tax Season with Confidence

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Personalizing Financial Support for Your Workforce with AI

Webinars

This expert-led webinar hosted by Melody Robinson Wright, PhD, AFC™, CFEI dives into how AI can revolutionize your approach to financial wellness, providing tailored support at scale and helping your employees thrive. Topics covered include: Understanding Financial Experiences & Employee Needs – Learn how financial education impacts employees differently and why a one-size-fits-all approach falls short. How AIContinue reading "Personalizing Financial Support for Your Workforce with AI"

Personalizing Financial Support for Your Workforce with AI

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Webinars

Top Ways To Empower Your Employees Through Financial Wellness This webinar will show you how offering tailored financial wellness programs can transform your workplace. From personalized coaching and budgeting tools to workforce-specific workshops, learn how to meet your employees’ needs and boost retention, productivity, and overall satisfaction. More resources to support your employees in theirContinue reading "Top Ways To Empower Your Employees Through Financial Wellness"

Top Ways To Empower Your Employees Through Financial Wellness

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Webinars

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Financial Wellness: Empowering Employees and Enhancing Business Success

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Webinars

In the current landscape, organizations are navigating a perfect storm, marked on one hand by soaring employee stress and burnout and on the other business optimization and budget constraints. How can companies best support their people in this challenging environment, all while driving key business outcomes and the bottom line? As leaders, it’s critical toContinue reading "Elevate Organizational Success With Employee Well-Being: Building a Business Case For Wellness Programs"

Elevate Organizational Success With Employee Well-Being: Building a Business Case For Wellness Programs

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Economic Uncertainty - The Toll on Employee Well-being & Organizational Success-1

Webinars

High inflation and the threat of a recession are creating an elevated level of unease and unpredictability in the market. Employees are struggling with financial instability as stress skyrockets and concerns over job security grow. Employers are similarly under immense pressure to drive cost and operational efficiencies. As the economic landscape continues to evolve, companiesContinue reading "Economic Uncertainty: The Toll on Employee Well-being & Organizational Success"

Economic Uncertainty: The Toll on Employee Well-being & Organizational Success

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Webinars

Building an impactful people strategy that is rooted in supporting shifting workforce needs and business priorities is a hefty challenge for employers and HR leaders today. While HR teams have a treasure trove of information about their workforce, they struggle to glean insights from this data that lead to clear action. In order to makeContinue reading "The HR Data Treasure Trove: Actionable Insights to Enhance Your People Strategy"

The HR Data Treasure Trove: Actionable Insights to Enhance Your People Strategy

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Webinars

Does your organization continue to face challenges with a high level of employee instability and churn? The open enrollment process provides a unique opportunity to demonstrate a culture of care, and that your company is actively listening and responding to employees’ most pressing needs. It’s a critical time for conveying the value of your benefitsContinue reading "Open Enrollment: A Continuous Focus on Employee Experience & Well-being"

Open Enrollment: A Continuous Focus on Employee Experience & Well-being

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Webinars

The past few years have created unprecedented challenges for employers, HR teams and the employees they serve. With rising inflation, increased market volatility, and mounting employee stress, employee wellness and fostering a culture of care and belonging are critical to keeping employees happy and engaged. Join Neha Mirchandani, CMO & Head of People at BrightPlan, Emily Payne, DeputyContinue reading "What’s Top of Mind: How Economic Uncertainty is Impacting Employee Engagement"

What’s Top of Mind: How Economic Uncertainty is Impacting Employee Engagement

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Webinars

The past two years have created unprecedented challenges for employers, HR teams and the employees they serve. With rising labor shortages, mounting employee stress, and increased financial pressures, employee holistic wellness and fostering a culture of care and belonging have taken center stage. Join Danielle Posa, Founder of Workplace Wellbeing Advisors, and Neha Mirchandani, CMOContinue reading "The Workplace Equation: Employee Well-being is Key"

The Workplace Equation: Employee Well-being is Key

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Webinars

Over 45 million Americans quit their jobs in 2021. With the pace of resignations continuing in 2022, employees are in the driver’s seat. A survey by Ginger revealed that 69% of workers believe the pandemic is the most stressful point in their professional careers, with 52% of employees feeling burned out. As the workplace realityContinue reading "Turning the Great Resignation into the Great Opportunity"

Turning the Great Resignation into the Great Opportunity

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Webinars

COVID-19 fundamentally re-wrote the way we work and led many employees to reevaluate their priorities. Now, employers face a heightened “war” for talent that has motivated them to take a closer look at their culture, benefits, and work environment and to rethink how they support the needs of their evolving workforce. Our current reality callsContinue reading "5 Must-Haves for a Holistic Financial Wellness Program"

5 Must-Haves for a Holistic Financial Wellness Program

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Webinars

The true work of diversity, equity and inclusion (DE&I) is about bringing together all employees and their various perspectives, experiences, and backgrounds to create an environment in which everyone feels welcome, safe and brave enough to bring their whole selves to work. When this is done effectively, the benefits extend exponentially for employees and the entire organization.Continue reading "Building a Culture of Inclusion and Belonging"

Building a Culture of Inclusion and Belonging

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Webinars

The challenges of the past year have led to increased stress and uncertainty among employees. With the new reality of hybrid and remote work, the continuing war for talent and an increased incidence of employee overwhelm and burnout, HR leaders are looking to redefine the employee experience by introducing wellness benefits that bring empathy, careContinue reading "Total Rewards Strategies for the Future of Work: Wellness Benefits are Key"

Total Rewards Strategies for the Future of Work: Wellness Benefits are Key

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Four Critical Steps You Need to Take to Promote Employee Wellness and Maximize Engagement

Webinars

The past two years have amplified the stress that employees face and many organizations are looking for ways to help their employees manage that stress. Having a strong wellness program that covers not only physical wellness, but also mental health, social connection, and financial wellness is a major part of enabling employees to achieve work/lifeContinue reading "Four Critical Steps You Need to Take to Promote Employee Wellness and Maximize Engagement"

Four Critical Steps You Need to Take to Promote Employee Wellness and Maximize Engagement

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What’s Top of Mind for HR Leaders: Industry Roundtable

Webinars

There has never been a more strategic time for HR leaders. Employers worldwide are elevating people-related issues to the top and placing a priority on solving the most pressing challenges faced by HR leaders today. These challenges encompass the entire employee experience―from attracting and retaining talent to employee engagement and holistic wellness to diversity, equityContinue reading "What’s Top of Mind for HR Leaders: Industry Roundtable"

What’s Top of Mind for HR Leaders: Industry Roundtable

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The High Cost of Low Engagement: Keeping Employees Happy and Healthy in the Post-Covid Era

Webinars

The past year-plus with the COVID-19 pandemic has created unprecedented challenges for employers, HR teams and the employees they serve. What has been the impact of this on employee well-being and engagement? How has the employee/employer relationship, trust and the perception of HR changed? To answer these questions and more, join Chuck Gillespie, CEO ofContinue reading "The High Cost of Low Engagement: Keeping Employees Happy and Healthy in the Post-Covid Era"

The High Cost of Low Engagement: Keeping Employees Happy and Healthy in the Post-Covid Era

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Webinars

The COVID-19 pandemic disproportionately impacted women―particularly women of color. Women suffered a higher number of job losses, spent more time on childcare, and many dropped out of the workforce altogether. The events of 2020 highlighted the importance of well-being and specifically financial wellness in this mix. With many women realizing that they need to getContinue reading "Panel Discussion: Women and Money"

Panel Discussion: Women and Money

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Webinars

Today’s workforce faces significant challenges, from concerns about job loss and lost income to decreases in productivity and increased feelings of isolation. Research shows that focusing on employee engagement and the well-being of your employees can have a positive impact on both your employees and your business. As many employers navigate the new normal ofContinue reading "Employee Engagement: Driving Financial Wellness in a Remote Work Environment"

Employee Engagement: Driving Financial Wellness in a Remote Work Environment

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Webinars

Workforce challenges created by the pandemic are significant – fears about job security, lost income, and feelings of isolation to name a few. This has a tangible impact on employee well-being and engagement, with financial wellness playing an important role in enabling employee financial confidence and long-term business success. In support of their employees, HRContinue reading "C-Suite Perspective: The ROI of Total Financial Wellness"

C-Suite Perspective: The ROI of Total Financial Wellness

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Webinars

As we look back on 2020, and the events that unfolded, it is no surprise that many companies renewed their commitment to Diversity, Equity and Inclusion (DE&I) efforts. In fact, since June 2020, DE&I job openings have increased 55%1, and more than 76%2 of employees and job seekers report a diverse workforce is an importantContinue reading "The Real Opportunity for Diversity, Equity and Inclusion"

The Real Opportunity for Diversity, Equity and Inclusion

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Webinars

In today’s primarily remote work environment, employee engagement is more important than ever before. As HR leaders rethink how to engage their employees, what programs can have the most positive impact on your employees and your company? This on-demand session from the Conference Board Employee Financial Well-Being virtual event highlights why you need to prioritizeContinue reading "The Employee Experience and Financial Wellness Connection"

The Employee Experience and Financial Wellness Connection

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Webinars

With open enrollment around the corner, companies and HR leaders are focused on making strategic decisions related to the wellness benefits that matter most to their employees in today’s pandemic environment. Hear what’s top of mind for industry leaders and how they’re gaining a pulse on employee careabouts and prioritizing the right benefits to enableContinue reading "Industry Roundtable: Wellness Benefits that Matter Most in the Time of COVID-19"

Industry Roundtable: Wellness Benefits that Matter Most in the Time of COVID-19

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Webinars

Employee experience is a key focus area for companies especially today, as it directly impacts productivity and engagement. According to leading market intelligence firm IDC, employers that invest in robust employee experience programs have employees who plan to stay with the company 6 to 10 years on average. These employees are also 35 times moreContinue reading "The Business Impact of Employee Financial Wellness"

The Business Impact of Employee Financial Wellness

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Webinars

Your employees today are experiencing financial stress more than ever before, which is impacting their productivity and engagement. To support them, you’re considering offering a financial wellness benefit to help them better achieve their financial well-being. But where should you start View this on-demand webinar to hear what matters most as you explore solutions withContinue reading "What You Need to Know When Evaluating a Financial Wellness Solution"

What You Need to Know When Evaluating a Financial Wellness Solution

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Webinars

If your employees are feeling a new level of financial stress as a result of the pandemic, they’re not alone. Managing emergency savings, adjusting budgets and spending to preserve cash, or revising estate planning are just a few of the things that make this one of the most challenging financial situations they will encounter. ViewContinue reading "How Total Financial Wellness Can Enable a More Productive, Engaged and Loyal Workforce"

How Total Financial Wellness Can Enable a More Productive, Engaged and Loyal Workforce

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Case Studies

Bread Financial achieved a 75 percent ROI upon implementing BrightPlan and recovered its initial investment in the platform 2.1 years after deployment. After recognizing high levels of associate stress and subsequent high turnover rates and absenteeism, the organization realized that its current financial wellness initiatives were insufficient and sought a new solution to tackle theseContinue reading "Bread Financial Case Study by Nucleus Research"

Bread Financial Case Study by Nucleus Research

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Case Studies

Bread Financial is acutely aware that their employees—called “associates”—have a difficult job. A large percentage work in call centers and are subject to stress and burnout. The company also understands that there is a direct connection between its associates’ well-being and business success. To take their LivingWell initiative to the next level, Bread Financial neededContinue reading "Engaging Bread Financial’s Workforce with Financial Wellness and Holistic Well-being"

Engaging Bread Financial’s Workforce with Financial Wellness and Holistic Well-being

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Case Studies

Ellucian’s Mission to Enhance Employee Financial Well-Being When Ellucian embarked on a mission to increase employee well-being, they looked internally at their benefits offerings and set a course to enhance them. Where financial benefits were concerned, they looked for a holistic solution that would serve the needs of all their employees. Read this case studyContinue reading "Ellucian Enables Employees to Thrive"

Ellucian Enables Employees to Thrive

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Whitepapers

Going Beyond Net Worth: how Corporate Wellness Programs Can Help Bridge the Racial Wealth Gap

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Whitepapers

Financial stress slows down high performers. 60% of full-time U.S. employees report being stressed about their finances57% of financially stressed employees admit to being distracted at work56% spend three or more hours each week dealing with personal finance issues on the job1While the productivity impact is substantial, the retention risk may be even greater.Financially-stressed employeesContinue reading "Innovation at Risk"

Innovation at Risk

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Whitepapers

Did you know that in the past five years, the financial well-being of employees has become a priority for U.S. employers? In fact more than 50% of the organizations who responded to a recent survey said they offer some kind of financial wellness solution, double the number just five years earlier.1 If a holistic solutionContinue reading "Total Financial Wellness – For Everyone"

Total Financial Wellness – For Everyone

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Analyst Report

According to recent IDC research, employers who invest in robust employee experience programs have employees who are 35 times more likely to feel part of one team driving business results, and will stay with a company for an average of 6-10 years. A new IDC Market Spotlight, sponsored by BrightPlan, “The Business Impact of Employee FinancialContinue reading "IDC Market Spotlight: The Business Impact of Employee Financial Wellness"

IDC Market Spotlight: The Business Impact of Employee Financial Wellness

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Buyer Resources

Research shows that financial wellness benefits can help your employees relieve financial stress that also has an impact on their workplace productivity and engagement. Once you’ve made the commitment to your employees’ financial well-being, the next step is to select the Total Financial Wellness solution that best fits your needs. In this Buyer’s Guide, WhatContinue reading "Buyer’s Guide: What you need to now when evaluating a total financial wellness solution"

Buyer’s Guide: What you need to now when evaluating a total financial wellness solution

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Buyer Resources

Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. It is a holistic approach that goes beyond just retirement — it encompasses all aspects of an employee’s financial life, from financial education, planning, investing to day-to-day management of their money.Continue reading "Total Financial Wellness: Request for Proposal Checklist & Template"

Total Financial Wellness: Request for Proposal Checklist & Template

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Buyer Resources

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, and/or levels of automation and effectiveness that are bringing our industry one step closer to next-generation banking. As theContinue reading "2021 Impact Innovation Award in Digital Wealth Management: BrightPlan"

2021 Impact Innovation Award in Digital Wealth Management: BrightPlan

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Brochures

Offering the first financial wellness solution certified for fiduciary excellence, BrightPlan is a leader in Total Financial Wellness. Read this brochure and learn about: Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life.

Total Financial Wellness Brochure

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Survey

2024 Wellness Barometer Survey

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Survey

2023 Wellness Barometer Survey

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eBooks

This year’s open enrollment presents unique challenges for HR and benefits leaders. They must address the economic pressures experienced by employees across all income levels, while also navigating the intricacies of new legislation such as Secure 2.0. Discover how to: This new paradigm empowers employees to feel valued and supported, positively impacting workplace culture andContinue reading "Open Enrollment"

Open Enrollment

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eBooks

Building an inclusive culture is key to creating a workplace in which all employees can thrive and do their best work―ultimately achieving greater business outcomes. Employees want to work for companies that care about their overall well-being and that support them in all aspects of their lives. BrightPlan hosted a webinar with guest speaker and Future of WorkContinue reading "Building a Culture of Inclusion and Belonging"

Building a Culture of Inclusion and Belonging

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Survey

2022 Wellness Barometer Survey

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eBooks

Today’s employees expect their employers to support them in all aspects of their lives. Employers that promote a culture of care are better equipped to attract and retain top talent and deliver a compelling employee experience. With open enrollment season underway, now is the time for HR leaders to communicate the value of their TotalContinue reading "The Future of Total Rewards"

The Future of Total Rewards

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eBooks

The past two years have amplified the stress that employees face and many organizations are looking for ways to help employees manage that stress. Having a strong wellness program that covers not only physical wellness, but also mental health, social connection, and financial wellness is a major part of enabling employees to achieve work/life fulfillmentContinue reading "Critical Steps for Promoting Employee Wellness and Engagement"

Critical Steps for Promoting Employee Wellness and Engagement

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Survey

2021 Wellness Barometer Survey

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eBooks

2020 was the year marked by national conversations around diversity, equity and inclusion―and this extended into a focus on creating workplaces that support all employees. A transition to remote work revealed further wide-ranging disparities among different populations, specifically those with resources and a safety net, and those without. The result is that COVID-19 and itsContinue reading "DE&I eBook"

DE&I eBook

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Survey

Financial Wellness Barometer

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Aragon Research: Hot Vendors in Financial Wellness 2020

Analyst Report

Since the Covid-19 pandemic, interest in employee financial wellness is on the rise. Aragon Research, a leading analyst firm, has identified financial wellness as a new category, one that is key to your future employee engagement strategy. If you’re not already helping your employees be better prepared for their future, and improve their financial well-being,Continue reading "Aragon Research: Hot Vendors in Financial Wellness 2020"