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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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Upcoming Webinar - Implementing AI at Work: Best Practices for Workforce Adoption and Impact

In this session, BrightPlan will be joined by Dr. Michelle Riconscente to explore practical strategies for implementing AI across the workforce in ways that improve productivity, strengthen employee engagement, and support long-term adoption.

Webinar - Beyond Awareness: Using Financial Wellness to Drive Impact

In this executive session, we reframe financial wellness from a feel-good initiative into a true performance lever.

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Webinars

Moving from experimentation to scalable workforce transformation Artificial intelligence is rapidly reshaping how organizations operate, but successful implementation requires more than deploying new technology. To realize meaningful business...

Implementing AI at Work: Best Practices for Workforce Adoption and Impact

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Webinars

Moving beyond participation metrics to deliver real impact Most financial wellness programs generate initial interest, but few sustain meaningful engagement over time. For HR and benefits leaders, the...

Redefining Engagement: How Enterprise Programs Drive Measurable Outcomes

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Webinars

Rethinking healthcare cost strategy through a behavioral lens Healthcare cost conversations tend to focus on plan design, network strategy, and stop-loss coverage. But claims do not start in...

Money Stress Changes Medical Decisions

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Webinars

Designing the Future of the Workplace In this forward-looking session, workplace futurist Amy Hanlon-Rodemich joins BrightPlan to explore how HR leaders can design the future workplace with personalization,...

Leading Through the Unknown – Part 2: Designing the Future Workplace: Personalization, Data & Trust in Action

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Webinars

Periods of uncertainty in business are no longer temporary. They are the environment HR leaders operate in every day. In this timely session, workplace futurist Amy Hanlon-Rodemich joins...

Leading Through the Unknown – Part 1: Adapting with Empathy: HR’s Response to a Shifting World

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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...

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....

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...

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...

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...

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...

Help Your Employees Navigate Tax Season with Confidence

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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...

Personalizing Financial Support for Your Workforce with AI

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Webinars

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...

Top Ways To Empower Your Employees Through Financial Wellness

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Webinars

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...

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...

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...

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...

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...

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

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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

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...

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...

September 27, 2023

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...

February 1, 2022

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...

October 6, 2020

Ellucian Enables Employees to Thrive

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Whitepapers

Organizations often view employees through the lens of roles and performance, but true inclusion requires a broader perspective. While heritage and identity recognition months highlight diversity and honor...

January 2, 2026

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...

December 30, 2025

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...

September 22, 2025

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"

December 30, 2025

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"

September 22, 2025

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"

September 22, 2025

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"

September 22, 2025

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.

September 22, 2025

Total Financial Wellness Brochure

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Survey

April 30, 2024

2024 Wellness Barometer Survey

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Survey

May 23, 2023

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"

October 5, 2022

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"

September 1, 2022

Building a Culture of Inclusion and Belonging

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Survey

May 24, 2022

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"

November 3, 2021

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"

October 28, 2021

Critical Steps for Promoting Employee Wellness and Engagement

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Survey

June 16, 2021

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"

March 8, 2021

DE&I eBook

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Survey

October 21, 2020

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"

August 28, 2020