BrightPlan

BrightPlan BrightPlan is a leader in Total Financial Wellness. A brighter tomorrow doesn’t have to come at the expense of a beautiful now. Visualize a beautiful life.

Total Financial Wellness is the trusted solution built to lead all employees to financial success on their own terms at every stage of life. With BrightPlan it’s about living well today, while planning well for the future. It’s about simple, innovative, goal-based financial planning that has your best interests at heart. Achieve it with BrightPlan.

Midyear is the perfect time to evaluate whether your financial wellness program is delivering meaningful outcomes.Our la...
07/31/2026

Midyear is the perfect time to evaluate whether your financial wellness program is delivering meaningful outcomes.

Our latest blog outlines six questions HR and benefits leaders should ask before heading into open enrollment season.

A recent article from CUInsight explores how retirement participants' expectations are evolving and what that means for ...
07/31/2026

A recent article from CUInsight explores how retirement participants' expectations are evolving and what that means for the future of financial wellness.

With today's employees looking for personalized guidance and timely support, the financial wellness landscape is evolving from education to empowerment.

For employers, this shift represents an opportunity to move beyond simply providing resources and toward delivering personalized experiences that help employees take action, improve financial confidence, and build long-term financial resilience.

Read the article using the link in the comments.

Now available on demand: “Retirement Readiness: The New Standard for Workforce Wellbeing.”This session with Sean Goheen ...
07/30/2026

Now available on demand: “Retirement Readiness: The New Standard for Workforce Wellbeing.”

This session with Sean Goheen and Jennifer Peinert explores why retirement readiness is more than a retirement savings issue, and how a broader approach can help employers strengthen workforce wellbeing, support successful career transitions, and improve long-term workforce planning.

Watch the replay using the link in the comments.

As workforce costs continue to rise, open enrollment is becoming more than an annual benefits process; it's becoming a b...
07/29/2026

As workforce costs continue to rise, open enrollment is becoming more than an annual benefits process; it's becoming a business planning conversation.

HR understands employee needs.

Finance understands organizational priorities.

When those perspectives come together, employers are better positioned to build benefits strategies that support employees while managing long-term workforce costs.

How does your organization partner across HR and Finance during open enrollment planning?

Employees don’t need more benefits information. They need guidance that feels relevant to their needs, goals, and life s...
07/29/2026

Employees don’t need more benefits information. They need guidance that feels relevant to their needs, goals, and life stage.

AI is transforming employee benefits by making personalization possible at scale, from open enrollment decisions to year-round financial wellness support.

Read our latest blog to learn how AI-powered personalization is changing the employee experience. (Link in comments.)

The strongest workforce strategies are built on insights, not assumptions.That's where connected data makes a difference...
07/28/2026

The strongest workforce strategies are built on insights, not assumptions.
That's where connected data makes a difference.

By bringing together workforce insights, benefits information, and personalized financial guidance, employers can better understand where support is needed, identify opportunities to improve engagement, and help employees make more confident financial decisions.

When data works together, so can your workforce strategy.

The future of work isn't something HR leaders are preparing for; it's something they're shaping today.As organizations n...
07/28/2026

The future of work isn't something HR leaders are preparing for; it's something they're shaping today.

As organizations navigate changing workforce expectations, emerging technologies, and evolving business priorities, HR has an opportunity to play an even more strategic role in driving workforce outcomes.

This Reuters article explores three opportunities for HR leaders to help shape the future of work and why strategic leadership has never been more important.

What opportunity do you think will have the biggest impact on the future of work?

What if open enrollment became one of your most valuable workforce planning opportunities?The decisions employees make d...
07/24/2026

What if open enrollment became one of your most valuable workforce planning opportunities?

The decisions employees make during open enrollment don't just shape next year's benefits offering; they influence workforce costs, employee financial wellbeing, benefits utilization, and long-term organizational outcomes.

Leading employers are starting to leverage OE as part of their overall workforce planning strategy by using data to better understand employee needs, identifying opportunities to improve engagement, and helping employees make more informed benefits decisions before enrollment begins.

When open enrollment is viewed through the lens of workforce strategy, it becomes an opportunity to create value for both the business and its people.

Today's the day! Join us at 1 PM ET for Retirement Readiness: The New Standard for Workforce Wellbeing.Registration is s...
07/23/2026

Today's the day! Join us at 1 PM ET for Retirement Readiness: The New Standard for Workforce Wellbeing.

Registration is still open. (Link in comments.)

We look forward to seeing you there!

Last chance to register!Join us Thursday for Retirement Readiness: The New Standard for Workforce Wellbeing.Learn how or...
07/21/2026

Last chance to register!

Join us Thursday for Retirement Readiness: The New Standard for Workforce Wellbeing.

Learn how organizations can better prepare employees for retirement while strengthening workforce wellbeing.

Bonus: Live attendees earn 0.5 SHRM and 0.5 HRCI recertification credits.

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