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Participant Financial Wellness Programs

Our Customized Participant
Worksite Financial Wellness Programs

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. For more information please visit our Participant Financial Wellness Resource Library.


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