2024 BrightPlan Wellness Barometer Survey launched 2024 BrightPlan Wellness Barometer Survey launched

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Service Offerings

Partner to HR in providing empathetic support
for critical life events.

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Global Support

Comprehensive and inclusive financial wellness benefit that delivers a consistent experience for global employees of U.S.-based employers.

  1. Scalable and compliant solution that gives employees 24/7 access, enabling them to track and manage their finances in one place and consume financial education relative to their country’s economic trends.
  2. In-country financial planners who speak the local language, provide personalized financial guidance and are trained in company benefits.
  3. DE&I data and insights that surface pressing needs for various employee populations, and reveal areas of opportunity to optimize benefits offering across the global workforce.
  4. Solution Overview

Retirement Readiness

In-depth retirement planning education, advice and resources that empower employees to achieve financial independence and confidently retire on-time.

  • Extension of HR team providing administrative support for financial and retirement planning that helps them save time, resources, and mitigate risk.
  • Company-specific targeted communications and virtual workshops that enable employees to better understand and fully utilize the retirement resources available to them.
  • Educational content focused on retirement readiness that supports employees’ financial, mental, and emotional journey to retirement.
Solution Overview

Survivor Support

Personalized support for employees and their families that have lost a loved one, including help navigating the emotional journey and financial complexities.

  1. 24/7 digital support for beneficiaries paired with empathetic financial counseling on employer-provided benefits, estate planning considerations, sources of liquidity, and more.
  2. Grief and bereavement education that helps employees navigate the emotional journey, including resources on end of life and funeral planning, life insurance basics, estate planning, and more.
  3. Ongoing administrative support for documentation requirements, account transitions and help managing next steps.
Solution Overview

Are you well-positioned to support your employees
for important life events?

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Disclosure: BrightPlan LLC is an SEC-registered investment adviser that offers digital and human investment advice to US residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan ADV for additional important information. Outside of the United States, BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. Features and/or functions of the BrightPlan offering may be limited and/or unavailable in certain jurisdictions due to local laws, rules or regulations. BrightPlan is certified by the Center for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. US and Canadian financial advisors may be made available through unaffiliated third parties that are certified by the Centre for Fiduciary Excellence (CEFEX). Financial advisors in any other jurisdictions are provided by unaffiliated third parties and may not be certified by CEFEX. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office.