BrightPlan Expands Global Access to Total Financial Wellbeing Solution and Announces New Coverage and Family Services


SAN JOSE, California, September 22, 2021 / PRNewswire / – Luminous Plan, a leader in total financial well-being, today announced it is expanding global access to its total financial well-being solution and offering new services that further support and enhance financial well-being not just employees, but their entire families. BrightPlan’s new services will enable US employers to provide financial well-being benefits to their employees in four additional countries and support them with services related to tax, estate planning and student loan optimization.

“The financial well-being of an employee is not only assessed by their preparation for retirement, but by all areas where finances can impact a person’s life,” said Marthin De Bière, Founder and CEO of BrightPlan. “Our solution extends these barriers to ease financial burdens, strengthen financial security and increase financial literacy for employees around the world. In addition, these new service offerings will enable businesses and their HR teams to better support not only their employees. but also their families with financial advantages. “

Global support
As HR teams seek to deliver cohesive employee experiences across their global workforce, BrightPlan extends access to its solution beyond international borders. BrightPlan’s award-winning holistic solution, Total Financial Wellness, will be available to employees of Canada, Great Britain, Australia, and New Zealand in the first quarter of 2022 and other countries will follow. Companies based in the United States will be able to provide employees located in these four countries with access to the BrightPlan digital platform and financial advisors in the fiduciary country. Financial education will be tailored by specific country, allowing financial well-being to be part of the overall employee experience.

Financial well-being for families
BrightPlan now offers more options for the whole family to increase their financial well-being. By enabling spouses and dependents to access BrightPlan’s total financial wellness solution, the company is helping more people develop positive financial habits and build the foundation for financial literacy, having an impact on future generations. Spouses of employees can now use the full range of BrightPlan offerings and dependents can access BrightPlan educational resources as well as spending, budgeting and savings tools.

Vast financial well-being benefits not only increase the company’s attractiveness and market value in the eyes of employees, job seekers and stakeholders, but also contribute to the betterment of the company. “, said Holger Mueller, vice president and senior analyst at Constellation Research. “BrightPlan’s holistic solution offers more than the traditional benefits package with important resources and tools that can help employees understand the impacts of their finances, overcome current tax challenges and plan for their financial future. “

Extensive services to support total financial well-being
BrightPlan is also expanding its offering to include dedicated tax, estate planning and student loan optimization services. These additions reinforce BrightPlan’s commitment to providing a complete solution that supports all aspects of employees’ financial lives.

Employee tax matters can be complex, leading to confusion and the underutilization of benefits, such as stock compensation. HR teams are eager to help employees manage these complex tax issues. To meet this need, BrightPlan Total Financial Wellness supports tax advice, tax planning and now offers tax filing services for US employees. Users can speak with a tax professional, optimize their taxes and, for an additional fee, file their tax returns.

Estate planning and legal services
To support the overall financial well-being of employees, BrightPlan is expanding its estate planning services, which now include legal advice and document preparation services. Estate planning is an important part of financial well-being and ensures that an employee’s assets are properly managed and distributed in the event of disability or death. This service, available for an additional fee, makes estate planning simple, convenient and affordable for employees with personalized estate plans and access to attorneys in all 50 US states.

Student loans
With 45 million Americans collectively of $ 1.7 trillion in student loans, BrightPlan gives employers the tools to attract and retain top talent by helping employees manage and pay off student loans as part of their benefits. This service helps employers identify employees with significant student debt and provides loan repayment strategies and resources tailored to each individual. It analyzes the unique situations of employees to find the best student loan repayment strategies, such as an accelerated payment plan, a change in repayment plan, and even a request for loan cancellation or other government programs.

To learn more about BrightPlan’s extended services, read this blog post.

About BrightPlan
BrightPlan is a leader in total financial well-being. The company is the first financial wellness solution certified for fiduciary excellence by the Center for Fiduciary Excellence (CEFEX). BrightPlan provides a comprehensive personal finance solution for all employees that is real-time, personalized, and integrated with employer benefits. Its unique combination of digital platform and human advisors supports the personal financial goals of employees at every stage of life, helping companies better attract, retain and engage talent. To learn more, visit

Media contact: [email protected]

Disclosure: Preparation of estate planning documents, student loan optimization, and tax reporting services are available through third party service providers and, as such, are not included in the fees payable to BrightPlan, are subject to the approval of the third-party service provider and are subject to applicable additional terms and conditions. All future services described herein are subject to change and provided on a “when and if” basis available.

Financial advisers available through BrightPlan in Canada, Great Britain, Australia, and New Zealand are provided by third-party service providers certified by the Center for Fiduciary Excellence (CEFEX) and audited annually to ensure adherence to best practices.

Awards are not indicative of future performance. Rewards and other rewards should not be construed as a guarantee or suggestion that a client or potential client will achieve some level of results if our business is engaged, or continues to be engaged, to provide consulting services in investment, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the awards or other recognitions are based on the ratings of our firm’s clients, and we have made no payment for or in anticipation of any award or award. ‘another recognition.

SOURCE BrightPlan

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