Financial Wellness Support
Providing you with the tools and equipment to have control over your day to day finances is important to us. In addition to helping you plan for your savings and retirement goals through the 401(k) plan, financial wellbeing means to have the resources to handle most financial emergencies, and to have access to partners that will help you manage your debt and spending. We are very excited to provide you with partners that can help you accomplish these goals!
SoFi Dashboard
We realize your financial ambitions are an outstanding achievement, and we want to help you get there. That’s why BenefitsPlus enlisted SoFi – an online platform that helps you build financial independence for you and your family.
Using this platform, you can access a personalized debt navigator, advice for your repayment options, and receive a discounted refinancing rate.
Key Features
- SoFi Relay: The ability to securely connect your accounts to track your spending and set monthly budgeting goals.
- Credit Score Monitoring: Know your score and the factors influencing it.
Discounts and Cash Bonuses: For student loan refinancing, personal loans, mortgages, and more. - 529 Savings & Selection Tool: Understand how much to save for college and which 529 Plan makes the most sense for your situation.
Schwab Financial Concierge
Planning for your future just got a lot easier. Thanks to our ongoing relationship with Charles Schwab, you can now get financial guidance and planning support from The Schwab Financial Concierge™ team with no hidden costs.
Think of Schwab Financial Concierge as the first stop for all your personal finance needs. If you have a question, want guidance on the next step to take, or are looking to map out your financial goals, the Schwab Financial Concierge team is here to help.
Here’s how it works:
- You can make an appointment or call at your convenience.
- A Schwab financial professional will answer questions, address concerns, and put your needs and best interests first when offering guidance.
- If you want to focus on planning, you can work with a Schwab professional to create a personalized financial plan at no cost to you.