Worksite Financial Solutions is a beginning-to-end participant financial wellness program that helps employees pursue their lifelong financial goals. The program is based on delivering tailored workplace education supported by a CFP hotline and transition services.
Education - Heighten your employees’ awareness of financial wellness and how their choices have an impact on their future to help reduce financial stress.
CFP helpline - An unbiased and conflict free service to help guide your employees with any questions they have.
Transitions - A targeted suite of services to help your transitioning employees–such as a new employee, separating employee or a pre-retiree.
Source 1: The New Rules of Engagement for 401k Success; Charles Schwab (June 2010)
Source 2: Help in Defined Contribution Plans; Financial Engines/ AON Hewitt Study 2006-2010 (Sept. 2011)
Source 3: Help in Defined Contribution Plans, is it working and for whom? Financial Engines (January 2010). Not a Guarantee of Future Results
For employees receiving in-plan advice: