Support Client and Employee Financial Health with Financial Wellness Essentials

Help your clients enhance employee financial well-being with Financial Wellness Essentials. This program offers personalized coaching, education tools, and engagement strategies that support long-term retirement readiness and help employees build financial resilience.

Support Client and Employee Financial Health with Financial Wellness Essentials
Key Points
  • Integrated Financial Wellness Program: Unbiased, personalized financial coaching is built into retirement plans with the goal to improve employee well-being and deliver positive business outcomes.
  • Tools and Resources: Employees gain access to personalized coaching with Aimee™—an AI-based virtual coach—along with an online education library through the Financial Wellness Hub.
  • Engagement and Impact: Personalized outreach, reminders, and topical nudges help your clients drive ongoing employee engagement.