Videos tagged 'BrightPlan'

  • 02:58

    Manifest - 3x3x3 Challenge With Brooke Tomasetti

    April 21, 2025

    Manifest helps employees find and consolidate old 401(k)s in under 10 minutes—improving retirement outcomes, reducing plan costs, and boosting engagement with zero cost to employers. Transcript: What is Manifest? Manifest is the easiest way to consolidate retirement accounts. The average emplo...

  • 02:54

    Addition Wealth - 3x3x3 Challenge with Ana Mahony

    October 6, 2022

    Financial wellness. Free 1-on-1 sessions with CFPs/CPAs, customized platform with unique tools, resources & more. Transcription: What is Addition Wealth? Addition Wealth is a holistic financial wellness company that enables employees to make smarter financial decisions and make the most of...