BrightPlan

BrightPlan

Contract Information

Cooperative NameSourcewell
Contract NameEmployee financial wellness
Contract Number031623-BRP
Contract Term05/23/2023 - 05/29/2027
CategoriesAdministrative Services
Health & Science
Health & Science: Insurance & Benefits
Insurance Solutions
Websitebrightplan.com

Benefits

Sourcewell contract 031623-BRP gives access to the following types of goods and services:

  • Employer services:
    • Workforce data & insights
    • HR partnership & consulting
    • Benefits optimization support
    • Reduced compliance risk
    • Vendor management & consolidation
  • Employee services:
    • 24/7 digital financial coaching
    • Free access to CFPs
    • Smart money management tools
    • Robust educational resources
    • Investing support and guidance

Pricing and How to Order

Information in this file is subject to change

Contract 031623-BRP - Price Information

Contact BrightPlan

See BrightPlan in Action (video)

Buyer’s Guide





Additional Response Documentation

The documents listed below are from the original RFP response.

Supplier Terms and Conditions

Other Response Documents

Documents
Contract
Request for Proposal (RFP)
Proof of Publication
Proposal Opening Record
Proposal Evaluation
Comment & Review
Board Resolutions
Contacts
Rachel Roop
Vice-President of Sales
rroop@brightplan.com
Joe Ewald
Principal Risk, Benefits, and Insurance Executive - Sourcewell
joe.ewald@sourcewell-mn.gov 218-541-5350
Courtney Mann
Supplier Development Specialist - Risk, Benefits, & Insurance - Sourcewell
courtney.mann@sourcewell-mn... 218-541-5245