Enhance productivity with ﬁnancial wellness
of employees are worried about running out of money in retirement
of employees spend 3 or more hours a week on personal ﬁnancial matters at work
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:
56% are concerned that they will have to work longer than planned. Saving for retirement is their #1 ﬁnancial issue.
55% worry about what would happen if an illness prevented them from working. Workplace beneﬁts alone are rarely adequate.
100% say paying down debt is one of their top three ﬁnancial concerns. Many need help reducing their borrowing costs.
Planswell is on a mission to bring free, unbiased ﬁnancial planning to employees across the country.
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.
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.
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.