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 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 Financial Wellness through MetLife. Guidance and coaching online and by phone is provided by certified financial planners through our alliance with EY (Ernst & Young LLP).