For Women’s History Month, BrightPlan thought the best way to honor women is to showcase our own. We are proud to be working side by side with incredible women determined to make a difference in access to financial wellness around the world. The resumes and experience of our team are vast and diverse. How did each of us end up at BrightPlan? Our unique paths to dedicating our time and talents to financial wellness all started somewhere…  ..read more

Lately, the term "financial wellness" is everywhere in the employee benefits world. When a term is used to describe everything, it’s difficult to define it. So what does financial wellness truly mean?  ..read more

When we think about our employees, it's more than just recognizing their job titles; it's about understanding the diverse tapestry of their identities. Heritage and Identity recognition months are one way for companies to highlight their commitment to diversity, equity, and inclusion (DEI). But the real challenge lies in going beyond token gestures and making a continuous effort to understand the unique challenges employees face in all aspects of their lives ..read more

Ever felt unprepared when you’ve had to make a tight, data-driven argument for employee wellness programs to your CFO or CEO? Then a recent joint Nucleus Research/BrightPlan webinar might be just the “equalizer” you need. And as Nucleus VP of Advisory & Consulting Trevor White walks you through the easy-to-follow process for quantifying the business case for wellness, you’ll realize that you’re not alone, and there are now some excellent tools and methodologies out there to help you in your fight.  ..read more

Now that benefits plans are in place, open enrollment has drawn to a close, and goals for 2024 are defined, you might be breathing a sigh of relief, if you’re an HR leader or benefits administrator. But if you aspire to be the kind of workplace that draws top talent, you might be overlooking some critical steps you need to take now. Recent research reveals that at the top of your list should be a big focus on helping employees achieve financial wellness ..read more

Want to take advantage of new legislation to capture some employee loyalty? The New Year brings some good news, especially for employers with lots of employees who are paying back student loans. Starting in 2024, the Secure 2.0 Act of 2022 lets employers amend their 401(k) plans so they can match employee contributions for “qualified student loan payments ..read more

The market at large hasn’t quite figured out how to help people solve their financial wellness. The impending New Year’s Day demise of Intuit’s popular “free” Mint personal finance app illustrates this fact. With record inflation, and a rough and tumble global economy, people need significant help and support. As an HR leader looking to help your employees, you simply can’t rely on many of the existing personal finance tools available - especially the free ones ..read more

What was the buzz at the HR Technology Conference 2023 in Las Vegas last week? Just about everything AI could conceivably touch in the HR world.   ..read more

In the wake of COVID-19 the nation's student loan landscape has experienced quite the shift. In 2020, the federal government hit the pause button on student loan payments and interest. Uncle Sam chipped in about $5 billion each month to cover the interest on both subsidized and unsubsidized loans. It definitely gave millions of borrowers a breather, but now the other shoe has dropped. On September 1, 2023, interest began to accrue again and on October 1, 2023, payments resumed ..read more

Unlock the power of your benefits with our Open Enrollment Checklist.   ..read more