Planswell for Employers

Financial wellness helps everyone work better

pink octopus on the phone at its desk with a computer and watering a plant
green icon of dollar bill with question mark and 8 green sad faces and 4 white sad faces
of employees are worried about running out of money in retirement
green icon of clock and 3+ and 5 green laptops and 7 white laptops
of employees spend 3 or more hours a week on personal financial matters at work
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of employees who feel stressed report that it interferes with their ability to focus and be productive
Source: 2017 Workplace Benefits Report, Bank of America Merrill Lynch
If employee performance is part of your job, we can help. Working together, we can offer your employees access to unbiased financial planning that addresses their biggest concerns.


56% of employees are concerned that they will have to work longer than planned. Saving for retirement is their #1 issue.

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55% of employees worry about what would happen if an illness prevented them from working. Workplace benefits alone are rarely enough.

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100% of employees say paying down debt is one of their top three financial concerns. Many need help reducing their borrowing costs.

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Wellness is in our name


Great Plans


Objective advice


Get started today

Get Started today

To find out more about Planswell for Employers, contact
Harry McLaughlin at [email protected]