Participants can be paired with the same person each time they engage.
A smart plan, made easy to start, to plan and to achieve. Whether on the phone, online or in person, PlanSmart Financial Wellness helps all your employees achieve their financial goals — like paying down debt, buying a home or planning for retirement – with a step by step action plan with expert coaching, at no cost to them.
1 EY audit clients will not have access to the account aggregation capability.
MetLife administers the PlanSmart Financial Wellness and Retirewise Workshop programs, but has arranged for Massachusetts Mutual Life Insurance Company (MassMutual) to have specially-trained financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart Financial Wellness and RetireWise through MetLife.