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Financial Education

Support your employees’ financial health with on-site workshops and an optional one-on-one personal consultation 

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Event Driven Guidance

Provide your employees with guidance during time-sensitive decisions — designed exclusively for MetLife Group Life insurance customers.

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Resource for ChangeSM

Help your employees navigate critical shifts, such as separation packages and pension changes, with dedicated financial education resources.

Hear from employees like yours

1 MetLife's Annual U.S. Employee Benefit Trends Study (EBTS) 2020 - Financial Wellness Deep Dive.

Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. 

MetLife administers the PlanSmart program, but has arranged for specially-trained third party financial professionals to offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing PlanSmart through MetLife.