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Planswell for employers

Enhance productivity with financial wellness

  • 64 %
  • of employees are worried about running out of money in retirement

  • 43 %
  • of employees spend 3 or more hours a week on personal financial matters at work

  • 53 %
  • of financially stressed employees report that it interferes with their work

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 free, unbiased financial planning that addresses their biggest money concerns, including:

  • Retirement

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

  • Protection

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

  • Borrowing

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

Wellness is in our name

Planswell is on a mission to bring free, unbiased financial planning to employees across the country.

  • Great plans

    Our patent-pending financial planning engine helps every employee understand exactly how to optimize their current monthly budget in order to reach their retirement goals, protect their assets and minimize their debts.

  • Objective advice

    Your employees receive fully customized plans that are always in their best interests. We reduce the costs associated with investments, insurance and borrowing and provide truly objective advice with support from salaried experts.

  • Easy implementation

    You can introduce Planswell to your organization quickly and easily. We’ll adapt our planning engine for your existing workplace benefits, then all you really have to do is send your employees a link to get started. It’s as simple as that.

Get in touch to learn more

Our plan pros are ready to answer any question you may have, big or small.