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Drive employees to action with an integrated financial wellness experience

The next generation of FutureFIT^® Wellness Check now connects with your employees’ online accounts.

Employees can take the self-assessment and easily implement their personal plan within the same experience. Better yet—when they complete a recommended action it can be marked as finished within their plan.

Three areas of focus

Saving and spending

Budgeting, goals, and emergency savings

Debt Management

General debt (credit cards, mortgage) and student loans

Retirement Planning

Contribution strategy and retirement readiness

Depending on answers, employees will receive the three next best actions they can take, including:

Completing a Retirement Pathfinder
Connecting with their financial professional
Using the FutureFIT Calculator
Reviewing their contribution amount
Engaging specific education on FutureFIT University
Checking eligibility for student loan forgiveness with Student Debt Solutions

This enhancement is the first of many that will help gamify and connect your employees to their financial wellness journeys.

Let’s Connect

Want to learn more about our full financial wellness program? We’re ready to chat with you.

Request a meeting

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