“The job Boldin has done with linking into the system is outstanding. I love how it captures all aspects of the income, and the employer match, and their separate contribution, etc.”
Employers
Increase financial wellness, boost engagement, and drive productivity
Boldin helps employers deliver user-friendly financial wellness tools that make financial planning easier for employees, boosting their confidence and increasing engagement with benefits and retirement plans. All at a fraction of the cost of traditional in-person planning services.
Financial planning that is independent and aligned with employee and employer goals
- Lower financial stress levels and absenteeism
- Improve participation and benefit engagement
- Improve financial literacy
- Increase plan contributions
Guiding 250,000 employees to financial confidence
To help their employees live a healthy financial life, a Fortune 500 Employer and top 100 pension plan provider invested in Boldin to bridge the financial wellness gap in their benefits platform.
With the launch of PlannerPlus they were able to quickly scale digital-first financial planning across their company including their retired workforce; encouraging members to keep dollars in their savings plans.
They saw a dramatic increase in engagement and financial literacy with the launch of monthly onboarding sessions.
Reduce plan administration costs through higher asset retention
- Boldin’s platform helps workers make informed decisions to optimize savings and withdrawals.
- People are likely to stick with your plan when they have the tools to make smart decisions. More assets lead to reduced administrative fees.
- When employees understand their complete retirement picture, they retire confidently on schedule – creating advancement opportunities throughout your organization.
Why financial wellness matters
Financial stress impacts productivity, morale, and retention. Boldin helps you turn this around with tools that address employees’ real-world financial challenges.
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77%
of employees worry about their finances
-
54%
believe they’ll have to delay retirement due to inadequate savings
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Six out of ten
workers say they do not know enough about retirement investing
Provide easy to use financial tools
- Interactive budgeting and savings calculators
- Users can add their own savings and debts to get a full picture of retirement
- Insights personalized to their portfolio
- Tools to model the financial impact of major life events
- Ongoing education and support
Enhance your offering with Boldin
Let’s talk about how Boldin can support your business