ABG Retirement Plan Investment Services Financial Wellness System – WellCents™

Available from WellCents - ABG Retirement Plan Investment Services

WellCents™ is a campaign driven, advisor centered system based on an online Personal Financial Wellness Assessment for each participating employee. Employees who complete the assessment receive a customized analysis of their current financial situation and recommended steps to improve their situation. The assessment identifies each person’s top three financial priorities and top three financial vulnerabilities and offers easy access to a One-On-One counselling session.

All components of the program are supported with complete fulfillment service to minimize the need for busy company personnel, or the plan’s advisor, to plan and implement the program. The program begins with a marketing campaign to generate and maintain interest and participation in the program. WellCents™ is branded as an employer sponsored program delivered by the plan investment advisor.

The program offers more than self-service financial wellness assistance programs. Employee engagement will range in reaching 30% to 55% of eligible employees. Each program component is provided ready to use and properly branded with employer and advisor identification.

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