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Empower your employees to become more financially secure

Discover PlanSmart Financial wellness, a personalized, multi-channel solution to help all your employees turn their financial goals into action.
WATCH VIDEO

Empower your employees to become more financially secure

Discover PlanSmart Financial wellness, a personalized, multi-channel solution to help all your employees turn their financial goals into action.
WATCH VIDEO

Financial stress can quickly become workplace stress

And employees who are stressed about money often bring their worries to work, which leads to decreased productivity. Annually, employers report $250 billion in losses due to stressed employees.2 And while only 20% of employers offer financial wellness programs, the good news is that 8 in 10 workers are highly receptive to them.3 When you implement PlanSmart Financial Wellness, you can help employees become more financially confident, and reap big benefits for your organization:

  • Increased employee satisfaction, productivity and engagement

  • Increased 401K contributions and decreased withdrawals

  • Fewer medical and disability claims, and decreased absenteeism

While 80% of employees want financial planning workshops or tools, only 20% of employers offer these today.1
A smart plan designed to motivate employees to take action
Umberella Icon
Covers a range of financial goals

Starting with a personalized diagnostic, PlanSmart Financial Wellness can help your employees achieve a variety of financial goals like paying down debt, buying a home or saving for retirement.

 

Gives employees more control
Multi-channel access

Gives employees control to take action the way they want: online, in person or over the phone.

Best-in-class guidance
Best-in-class independent counseling

Employees receive best-in-class, independent financial counseling from industry leaders to stay the course and achieve their goals.

Integrates workplace benefits
Integrates all benefits in one place

With a holistic, confidential view of their financial situation — that includes workplace benefits — PlanSmart Financial Wellness helps drive benefit program participation and employee engagement.

See how it works
A personalized approach where employees can take action the way they want

Whether they’re millennials, pre-retirees or somewhere in between, PlanSmart Financial Wellness helps employees take actions towards bridging their financial needs for today and tomorrow, planning for the unexpected, and maximizing the value of benefits.

 

Learn More
Simplified Digital Platform
Simplified Digital Platform

Intuitive digital platform

Drives action, and supports financial wellness through self-guided education, goal-setting exercises and proactive reminders.

EY Financial Planner Line®
EY Financial Planner Line®

EY Financial Planner Line®

Pairs employees with the same independent financial planner each time they call or message. Participants can discuss both short- and long-term financial goals.

In-Person Guidance & Workshops
In-Person Guidance & Workshops

In-person guidance & workshops

Ensures employees get the guidance they need via one-on-one consultations with local financial professionals, or on-site workshops.

Build a more engaged workforce

What does it take to design, implement and measure an effective financial wellness program? Our white paper, “Financial Wellness: Creating a More Productive and Engaged Workforce,” tells you all you need to know.

GET WHITE PAPER

We’ll support you every step of the way

When you’re ready to launch PlanSmart Financial Wellness, you can rest easy knowing that our team has your back. We’re committed to making the program’s rollout, implementation and success measurement as seamless as possible.

 

programs

Easy to start

Implementation is turnkey, and templated employee communications will help generate awareness and facilitate ongoing participation.

Easy to maintain

Easy to maintain

The program’s launch and ongoing management will be handled by a dedicated account team.

Easy to measure

Easy to measure

Quarterly reporting will provide insights into employee usage that can help inform your overall benefits strategy, and employee experience surveys will assess the program’s impact.

 

Why MetLife
20 years of expertise

The years of experience we have administering financial planning programs

44% of fortune 500 companies

The percentage of Fortune 500 companies that are financial wellness customers

 

1,000,000+

The number of employees reached through MetLife’s financial wellness programs