Employee financial wellness

Maturity Date:  5/29/2027


Products & Services

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

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Contract Documentation

Competitive Solicitation Documentation

Information in this file is subject to change

Contact Information

Supplier Contact Information

To purchase off this contract or for questions regarding products and pricing, please contact:

Keith Haig, Sr. Strategic Enterprise Account Executive
Phone:   720-412-5005

Sourcewell Contact Information

For questions regarding contract documentation or the solicitation process, please contact: