Financial literacy | New tools for group plan members

Top stories May 16, 2024

As you may know, financial literacy is a key issue. Group plan members, just like the general public, do not always understand the benefits of their plans or how their plans work. This means they are not doing everything they could to get the most out of their plans.

Access to simple and user-friendly resources is a valuable way to help plan members acquire better knowledge and develop healthy habits, whether in terms of insurance and retirement savings, or just simply to manage their finances and wellbeing.


A website to help members understand their plans

Our education website creates value for plan sponsors and fills plan members’ needs for information and education. Not only does the website answer members’ basic questions about the benefits of their plans and how they work, there is additional content on mental, physical and financial wellbeing, as well as tools to help them reach their general wellbeing goals:

  • Easy-to-read articles
  • Videos
  • Explanations about how the plans work
  • Digital tools
  • And more


An ever-evolving website


Our website is constantly being updated and enriched with new content, such as the three recently added articles with financial tips for tax season:

These articles give plan members practical advice for managing their personal finances and avoiding common pitfalls.

We will continue to enhance the website by adding new content, tips, and advice, reflecting our commitment to improving group plan members’ financial literacy and giving them the tools they need to make informed decisions that support their overall wellbeing.


People are at the heart of what we do

We support employees at each step of their total wellbeing journey through advice and resources that best fit their needs.