Financial Education

Support your employees with resources that enable them to take charge of their financial health. 

Retirewise®

Retirewise is an award-winning program that can play a fundamental role in your employees’ financial and retirement planning.

Almost 43% of employees state they are not financially healthy.1 But with our workshop series — no matter what age, background or stage of retirement planning they’re in — we’ll help ensure that all of your employees have the information they need to make the best choices for their financial futures. Providing objective information on a wide range of topics, the series is delivered by a specially trained third party financial professional who also provides optional personal educational consultations. 

Customized employee communications and convenient online registration are available for both the workshops and individual consultations. 

Topical workshops

Building on the Retirewise workshop series, our topical sessions are designed to benefit all employees — regardless of age or career stage.

We provide your employees with over 20 different one hour workshops that cover a diverse range of financial topics. All workshops are conducted by a local, specially trained third party financial professional who also provides optional educational personal consultation. 

Customized employee communications and convenient online registration are available for both the workshops and individual consultations

Executive Resources

Find out how to attract and retain top talent

Ensure your top employees are able to develop an effective financial strategy with personal consultations from third party financial professionals. This program is designed to integrate your executive benefits offering so your key employees understand and appreciate their benefits.

Customized employee communications and convenient online registration are available for the individual consultations

1 MetLife's Annual U.S. Employee Benefit Trends Study (EBTS) 2020 - Financial Wellness Deep Dive.

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. 

MetLife administers the PlanSmart program, but has arranged for specially-trained third party financial professionals to offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.