Financial Wellness (FinPath)

Financial Wellness Support for Every Generation of Your Workforce

HUB FinPath extends retirement readiness into everyday financial wellness, offering coaching and education on debt, savings and planning that reaches every generation of the workforce — not just the employees already engaged with the retirement plan.

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Why It Matters

Retirement Readiness Doesn't Resonate with Everyone

A multigenerational workforce brings very different financial pressures, like — student debt for younger employees, catch-up saving for those closer to retirement and everything between. Generic wellness content rarely reaches all of them effectively, and retirement readiness alone doesn't address the financial pressures happening outside the plan. Employers who extend support into broader financial wellness reach employees a retirement-only message misses.

HUB's Approach

Financial Wellness Coaching and Education Built for Every Generation

HUB FinPath delivers financial wellness coaching and education that extends well beyond retirement plan enrollment, reaching employees at every stage of their financial life. That includes practical guidance on the pressures younger employees feel most, like navigating student debt benefits, alongside education on newer plan features such as SECURE 2.0's inclusive retirement plan provisions and how Public Service Loan Forgiveness intersects with retirement saving decisions. Rather than a single generic wellness message aimed at the average employee, HUB FinPath is built to speak differently to a workforce spanning early-career employees still paying down debt and employees approaching retirement who need a very different kind of support. For human resources (HR) and benefits leaders, this means one program that reaches a multigenerational workforce, not a retirement communication effort that only lands with the employees closest to retirement already.

HUB's Impact

Financial Wellness That Reaches the Whole Workforce

When a financial wellness program is designed for the whole workforce — not just employees near retirement — employees are more likely to engage with it. Here's what that looked like for one HUB client.

Case Studies

Workforce Protected

“Our employees are satisfied and confident with FinPath as a resource. Our educators and staff deserve financial wellness in all aspects of their life, and FinPath gives them that opportunity."

Anthony Thrift, Benefits Specialist, Frisco ISD