Employees thrive when they have access to high quality, relevant financial wellbeing benefits. We go beyond a once-a-year presentation from a 401k Plan Advisor to provide access to a range of financial wellbeing products and services, all at no additional cost to you or your employee.
Designed to meet your employees where they are, WorkLife offers a range of financial counseling and education offers, helping employees get the most from their hard earned wages.
Household Budgeting: Employees can work directly with a qualified Resource Navigator to understand their own personal money values, set a monthly budget and start reaching their financial goals.
Certified Financial Coaching: Access to GreenPath Financial Wellness’s free, online financial education and certified financial coaching helps your employees get on a pathway to financial mobility.
Tax Preparation: Connect to local low- and no-cost tax preparation services and access qualifying earned income tax credits. You and your employees will also have access to free, seasonal tax webinars that focus on what’s changed since last year.
Debt Consolidation: Learn about options for managing debt, including student loans, medical debt, and high interest credit cards, that won’t put employees at further risk.
Financial instability has a direct effect on employee productivity and well-being. When the unexpected happens—a major car repair, medical expense, or temporary gap in cash flow—workers often pursue quick, but unsafe credit that can compound financial stress.
No Risk to Your Business: Loans are funded through a FDIC-insured bank so your business isn’t on the hook if a borrower unexpectedly leaves their job.
Hands-Off Repayment: Repayment is done via a payroll deduction so your employees don’t have yet another bill to pay each month.
Hands-Off Repayment: Repayment is done via a voluntary payroll deduction so your employees don’t have yet another bill to pay each month.
Truly Safe Credit: Loans will never exceed 8% of your employee’s wages so borrowing doesn’t put them in further financial peril. And unpaid debt is NEVER sold to a collection agency.
Improved Retention: 83% of Small Dollar Loan borrowers say they’re more likely to stay with their current employer because of access to safe lending. Financial Coaching and Counseling
Financial instability has a direct effect on employee productivity and well-being. When the unexpected happens—a major car repair, medical expense, or temporary gap in cash flow—workers often pursue quick, but unsafe credit that can compound financial stress.
No Risk to Your Business: Loans are funded through a FDIC-insured bank so your business isn’t on the hook if a borrower unexpectedly leaves their job.
Hands-Off Repayment: Repayment is done via a payroll deduction so your employees don’t have yet another bill to pay each month.
Hands-Off Repayment: Repayment is done via a voluntary payroll deduction so your employees don’t have yet another bill to pay each month.
Truly Safe Credit: Loans will never exceed 8% of your employee’s wages so borrowing doesn’t put them in further financial peril. And unpaid debt is NEVER sold to a collection agency.
Improved Retention: 83% of Small Dollar Loan borrowers say they’re more likely to stay with their current employer because of access to safe lending. Financial Coaching and Counseling
When life throws your employee an unexpected expense, WorkLife’s Supportive Service Program can provide direct financial assistance to employees when other options have been exhausted.
Budget Review: Before qualifying for assistance, employees work with a Navigator to ensure that this one-time expense will not become an ongoing need.
Vendor Payment: WorkLife coordinates direct payment to vendors so funding goes where it's intended.
Tax Preparation: Connect to local low- and no-cost tax preparation services and access qualifying earned income tax credits. You and your employees will also have access to free, seasonal tax webinars that focus on what’s changed since last year.
Utility Assistance: Dedicated funding* to help employees with overdue heat or electric bills allowing them to redirect limited budgets to other household bills like rent or food.
Already have an Employee Assistance Fund? WorkLife can relieve the burden of managing and administering Assistance Funds ensuring judicious and equitable distribution. Different support options are available:
Compulsory Referrals: Employees applying for assistance meet with a Navigator as part of the qualification process to determine if there’s another resource available that might solve the problem at hand.
Fund Management: WorkLife manages and distributes dedicated employee funds, taking the burden of difficult decisions about who receives–and who doesn’t–from your team.
Fund Distribution: Employers manage their own funds with employees referred by Navigators who complete pre-qualification checks and provide wrap-around support.
Already have an Employee Assistance Fund? WorkLife can relieve the burden of managing and administering Assistance Funds ensuring judicious and equitable distribution. Different support options are available:
Compulsory Referrals: Employees applying for assistance meet with a Navigator as part of the qualification process to determine if there’s another resource available that might solve the problem at hand.
Fund Management: WorkLife manages and distributes dedicated employee funds, taking the burden of difficult decisions about who receives–and who doesn’t–from your team.
Fund Distribution: Employers manage their own funds with employees referred by Navigators who complete pre-qualification checks and provide wrap-around support.
Schedule a 15-minute intro call—no pressure, just real answers.