BrightPlan

BrightPlan

Contract Information

Cooperative NameSourcewell
Contract NameEmployee financial wellness
Contract Number031623-BRP
Contract Term05/23/2023 - 05/29/2027
CategoriesInsurance Solutions
Insurance Solutions: Employee benefits
Insurance Solutions: Financial wellness and support
Websitebrightplan.com

Benefits

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

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

Have questions on this contract?

Contact our dedicated team or call 877-585-9706.