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Build My Plan

Getting Started

Many Americans don’t know where to start, but see their employer as a trusted educational resource; and over half (55%) of employees want help managing their finances. As the employer, you’re in a position to engage employees and help your business.

BenefitsTree and myMoneyGuide® can help set you apart as an employer.

Over half of employees, across all generations, want: access to one-on-one financial professional help and online financial tools.

Reach more employees  •  Meet DOL education requirements  •  Reduce Costs

myMoneyGuide® is unique because it helps each of your employees create a customized financial plan. It’s a guided online experience that allows your employees to request help from a BenefitsTree financial advisor when they finish creating their basic plan. Learn how you can make this benefit part of your financial wellness program to help employees create financial plans on their terms.


EMPLOYERS: Ask about Our Financial Wellness Programs

ORGANIZATIONS: Ask about Our Financial Wellness Programs

SELF EMPLOYED: Request an Invite

EMPLOYEES: Refer Us to Your Employer

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