Hear from people with different financial struggles and how PlanSmart? Financial Wellness has helped brought their financial dreams to reality.
Hear from people with different financial struggles and how PlanSmart? Financial Wellness has helped brought their financial dreams to reality.
Starting with a personalized diagnostic, PlanSmart Financial Wellness can help your employees achieve a variety of financial goals like paying down debt, buying a home or saving for retirement.
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Gives employees control to take action the way they want: online, in person or over the phone.
Employees receive best-in-class, independent financial counseling from industry leaders to stay the course and achieve their goals.
With a holistic, confidential view of their financial situation — that includes workplace benefits — PlanSmart Financial Wellness helps drive benefit program participation and employee engagement.
Whether they’re millennials, pre-retirees or somewhere in between, PlanSmart Financial Wellness helps employees take actions towards bridging their financial needs for today and tomorrow, planning for the unexpected, and maximizing the value of benefits.
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Intuitive digital platform
Drives action, and supports financial wellness through self-guided education, goal-setting exercises and proactive reminders.
EY Financial Planner Line?
Pairs employees with the same independent financial planner each time they call or message. Participants can discuss both short- and long-term financial goals.
In-person guidance & workshops
Ensures employees get the guidance they need via one-on-one consultations with local financial professionals, or on-site workshops.
Implementation is turnkey, and templated employee communications will help generate awareness and facilitate ongoing participation.
The program’s launch and ongoing management will be handled by a dedicated account team.
Quarterly reporting will provide insights into employee usage that can help inform your overall benefits strategy, and employee experience surveys will assess the program’s impact.
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The years of experience we have in administering financial wellness programs
The percentage of Fortune 500 companies that are MetLife financial wellness customers
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The number of employees reached through MetLife’s financial wellness programs
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1?Source: PlanSmart MetLife Data, 2019
MetLife administers the PlanSmart Financial Wellness program but has arranged for specially-trained third party financial professionals to offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart Financial Wellness through MetLife.?Guidance and coaching online and by phone is provided by certified financial planners through our?alliance with EY (Ernst & Young LLP).
