Financial Resources in the Workplace
Help your employees achieve financial wellness
The benefits of SWIFT SBF's workplace financial planning program help create a more productive, financially well and engaged workforce.
35%
of Americans are too worried about their finances today to think about planning for the future.
Partner with us
Enhance Employee Productivity
We provide expertise and resources to help create a workforce that is less stressed about finances and more focused on driving business.
Optimize Benefits & Compensation
Acting as an extension of your HR and benefits team, we help to increase awareness of your company’s compensation and benefits.
Navigate Risk
We apply a holistic approach to corporate risk management by assisting in adherence to company procedure, regulatory policy and tax laws.
We provide financial planning and education for every career stage to achieve financial wellness
Select the employee populations of interest:
Multidisciplinary Approach
Financial planning discussions vary depending on the financial counseling program offered.
Benefits and Compensation
Education on all benefit plans to drive optimization and utilization
Retirement Planning
Integration of benefit plans, from 401(k)
contribution considerations to sophisticated modeling of spending and wealth accumulation
Investment Planning
Comprehensive assessment of risk and return with the aim of strategic portfolio construction
Cash Management
From budgeting and debt management to forecasting liquidity needs and long-term wealth accumulation
Tax Planning and Strategies
Review of opportunities to navigate tax obligations, from deductions to withholding sufficiency and preparation of income tax returns.
Insurance
From identification of insurance needs to actively mitigating exposure to risk across tax, regulatory and company policies
Why SWIFT SBF?
Our experience
Our exposure to hundreds of public and private compensation and benefits plans across America allows us to provide financial counseling in an ever-changing landscape.
Our advisors and coaches
Our people provide objective and confidential financial planning, and they benefit from ongoing education throughout their careers.
Our comprehensiveness
We apply multiple financial disciplines to every decision and coordinate across relationships, acting as an extension of existing service providers.
Our technical expertise
Our internal subject groups provide support in the areas of investments, benefits and compensation, insurance, tax policy, estate planning, training and development.
One-on-one coaching sets
SWIFT SBF apart
460+
Corporate programs
50+
Of the Fortune 100 advised
Additional services to integrate in your program
Survivor Support®
We offer specialized financial guidance in times of personal crisis and loss. Survivor Support brings an empathetic touch to financial planning at a time when individuals and families are overwhelmed with difficult decisions.
Group Education
In-person and online group education engages employees in all areas of financial planning, including entering the workforce, starting a family, caring for aging parents and retirement readiness.
Marketplace
SWIFT SBF Marketplace is the next evolution of our digital platform, enabling employees to move seamlessly from education to action, with carefully curated products and services.