Financial Wellness
Supporting employees’ financial well being leads to better outcomes for your organization. Our integrated financial wellness approach strengthens the 401(k) experience from day one—making it easier to build confidence through simple, effective, and cost focused solutions.
Flexible financial wellness options to fit your plan
Powered by a partnership with Financial Finesse, a leader in workplace financial wellness, we offer two distinct financial wellness options designed to reduce stress and ensure financial security—all seamlessly integrated with your Ascensus 401(k) plan.
Financial Wellness Essentials
Included with every Ascensus 401(k) plan, Financial Finesse provides Financial Wellness Essentials as foundational support and wellness resources.
- AimeeTM virtual coach: An AI guide offering a personalized financial coaching experience and an actionable plan.
- Financial Wellness Hub: An online library of tools and resources on budgeting, debt management, and saving.
- Educational content: Timely emails to keep employees informed and engaged.
Financial Wellness Plus
For $15 per participant per year, our most comprehensive financial wellness for 401(k) plan, Financial Wellness Plus includes all Essentials benefits plus expert led guidance that helps employees reduce financial stress, improve stability, and make better long term decisions.
- One-on-one coaching: Unlimited, confidential access to CERTIFIED FINANCIAL PLANNER (CFP®) professionals for employees and their families.
- Live monthly webcasts: Engaging online sessions on relevant financial topics led by experienced coaches.
Employers choose Plus for stronger engagement, higher retirement plan participation, and measurable improvements in employee satisfaction.
Compare our financial wellness program features
| Feature | ESSENTIALS (no cost) |
PLUS* ($15/participant annually) |
| Virtual financial coaching from AimeeTM | ||
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Online Financial Wellness Hub |
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Timely educational emails |
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Live monthly webcasts with financial experts |
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Online chat with Financial Coaches |
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Unlimited phone access to Financial Coaches |
*Subject to plan product, as some plan designs may not support this option.
See the proven impact of our financial wellness programs
An integrated and comprehensive financial wellness benefit package delivers measurable results that enhance plan performance:
- 2% of financially stressed users advanced to more secure financial phases.
- 87% increased retirement savings to maximize their company match or more.
- 87% improved their ability to meet basic financial needs.
By choosing workplace education benefits with built-in financial wellness, you provide a high-value option at a fraction of the cost—empowering your workforce with the tools to achieve lasting financial confidence.
*Source: Financial Finesse Think Tank 2025
