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.

A new report from Guardian Life (via PR Newswire/Morningstar) highlights a growing challenge: Americans expect to live l...
05/28/2026

A new report from Guardian Life (via PR Newswire/Morningstar) highlights a growing challenge: Americans expect to live longer lives, but many don’t feel financially prepared for them.

Only 13% of Americans say they feel exactly on track to save enough for the retirement lifestyle they want, while nearly half say they feel somewhat or very far behind.

The report also found that financial wellness remains the weakest pillar of overall wellbeing, with finances continuing to be a leading source of stress.

At BrightPlan, we see financial wellness as a long-term journey. Building confidence, resilience, and healthy financial habits over time can help employees feel more prepared for whatever the future holds.

Employee financial needs change throughout the year due to life events like a new role or pay raise, a move, or a growin...
05/27/2026

Employee financial needs change throughout the year due to life events like a new role or pay raise, a move, or a growing family.

That’s why financial wellness support needs to adapt in real time.

At BrightPlan, we help employees navigate these moments with personalized, ongoing financial guidance.

Missed our recent webinar?Here are a few key takeaways:- Engagement is not a moment – it is sustained over time- Traditi...
05/27/2026

Missed our recent webinar?

Here are a few key takeaways:
- Engagement is not a moment – it is sustained over time
- Traditional metrics do not reflect true impact
- Program design directly influences outcomes
- High-performing programs are built for ongoing participation

Watch the full session on demand. Link in the comments.

Mid-year is a natural moment to reset financial goals.Help your employees to check in with their financial goals by enco...
05/26/2026

Mid-year is a natural moment to reset financial goals.

Help your employees to check in with their financial goals by encouraging them to:
• Revisit savings and contributions
• Adjust plans based on life changes
• Refocus on short-term priorities

Small adjustments now can make a meaningful difference by year-end.

Financial stress affects the workplace, impacting focus, decision-making, productivity, and overall employee wellbeing. ...
05/22/2026

Financial stress affects the workplace, impacting focus, decision-making, productivity, and overall employee wellbeing. And as financial decisions become more complex, many employees are feeling overwhelmed trying to balance competing priorities.

In our latest blog, we explore:
• The connection between financial stress and mental health
• Why benefits often go underutilized
• How employers can better support employee wellbeing

(Link to the full article in comments.)

A recent article from Spring Health highlights five mental health-related realities employers should be aware of, and em...
05/21/2026

A recent article from Spring Health highlights five mental health-related realities employers should be aware of, and employee financial stress is one of them.

According to their 2026 survey:
• 74% of employees say financial stress has impacted their mental health
• 59% say their financial stress has increased over the past five years

The takeaway is clear: supporting employee wellbeing means looking beyond traditional mental health benefits alone.

Employees need support that helps them navigate real financial decisions with clarity and confidence.

Whether big or small, employees make financial decisions every day.That’s why financial wellness programs should be acce...
05/20/2026

Whether big or small, employees make financial decisions every day.

That’s why financial wellness programs should be accessible and designed to provide personalized, ongoing support when employees need it most.

At BrightPlan, we combine technology with human guidance to support employees in real time.

This allows employees to:
- Get answers to their financial questions in the moment,
- Understand their options as it relates to their personal situation
- Take action with confidence

Thank you to everyone who joined our latest webinar, “Redefining Engagement: How Enterprise Programs Drive Measurable Ou...
05/20/2026

Thank you to everyone who joined our latest webinar, “Redefining Engagement: How Enterprise Programs Drive Measurable Outcomes”

We explored what engagement really means at the enterprise level and how to connect it to measurable results.

If you missed it, the full replay is now available. Link in the comments.

As part of Mental Health Awareness Month, it’s important to recognize that financial stress isn’t always about numbers; ...
05/18/2026

As part of Mental Health Awareness Month, it’s important to recognize that financial stress isn’t always about numbers; it’s often about uncertainty.

Employees are worried about the unknown:
- Not knowing if they’re saving enough.
- Not knowing if they’re on track.
- Not knowing what to do next.

That uncertainty can create ongoing stress that impacts employees’ mental wellbeing.

For employers, the opportunity is to provide clarity through guidance that helps employees feel more confident in their financial decisions.

Financial wellness is built gradually through small, consistent habits.Over time, these small and repeatable actions can...
05/15/2026

Financial wellness is built gradually through small, consistent habits.

Over time, these small and repeatable actions can help employees reduce financial stress, build confidence, and stay on track long term.

The key is making those actions easy to start, and easy to sustain.

Save this checklist for simple ways to help employees build better financial habits over time.

Today’s the day! We are live at 1 PM ET.Last chance to join the conversation on what actually drives sustained engagemen...
05/14/2026

Today’s the day! We are live at 1 PM ET.

Last chance to join the conversation on what actually drives sustained engagement and measurable results.

Registration is still open. Link in comments.

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