Financial wellness has expanded beyond retirement. We work with top brokers to help their clients bring true financial guidance to their employees with an innovate benefit.
Origin’s platform and planners make recommendations that lead to increased contributions to retirement accounts, while educating on the benefits of FSAs, HSAs, and other tax-advantaged accounts.
A partner to your client’s people team—we host customized financial wellness sessions tailoring the topics directly to what’s most relevant to your client’s employees.
The majority of employees underestimate the value of their total rewards packages, undervaluing their total compensation and leaving benefits unused.
We do the heavy implementation lifting—Origin can be launched in 30 days for the entire workforce with less than 4 hours of time commitment from your client.
Read the case study to learn why Udemy chose Origin to support its 1,000 employees’ journey to financial wellness.
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Financial wellness is one of the fastest-growing benefits in 2022. Still, most employers are confused about what a true financial wellness program is, running the risk of offering a program that doesn’t address their employees’ needs.
Here is what a true financial wellness benefit entails …
Origin financial planners are fiduciaries, meaning they always put your people first. Every Origin professional is legally required only to recommend the services that best fit your goals and needs.
Origin financial planners are fiduciaries, meaning they always put your people first. Every Origin professional is legally required only to recommend the services that best fit your goals and needs.
Every employee receives 1:1 access to a dedicated Certified Financial Planner™ or international equivalent. Together, they’ll work to assess their needs, identify goals, and provide a customized roadmap organized in easy, actionable step.
After the roadmap is delivered, employees continue to receive ongoing financial support, including meetings with their dedicated planner to discuss everything money-related, including benefits optimization, equity advice, budgeting, investments, and everything in between.
Origin Total Rewards Center helps employees understand every element of their compensation package, including base salary, bonuses, benefits, and equity—in a single place.
Helping 150+ top U.S. companies establish financial wellness
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