Plan participants can use the Financial Wellness for the major financial challenges they'll face throughout life, from paying for college to buying a home to navigating the loss of a spouse. They can access live, one-on-one coaching from accredited financial counselors and independent learning through online resources.
Financial Helpline does not provide investment, legal, or tax advice.
How can the Financial Wellness help members?
Periodically people need financial guidance and feel they have nowhere to turn; Financial Wellness is here to provide that guidance at no charge whenever the need arises. Financial Wellness helps members:
What questions may members ask?
Members may ask questions covering almost any financial planning topic, everything from household debt and budgeting to retirement planning and saving for children's college education. Here are some questions that members frequently ask:
We also have a variety of planning tools members can use for quick calculations, such as a retirement planner, a Roth IRA planner, a college savings calculator, a 401(k) loan analyzer and many others. All are easy to use and easy to understand.
Is there a limit on the number of questions asked?
Members only; please have your member number available
M-F 7a-7p, Sat. 8a-5p CT
Assistance with Registration in the Plan
1-800-503-9230 (Mercer Consumer)
M-F 8a-5p CT
Tax experts provide advice, planning and audit assistance so you can avoid mistakes, penalties and interest. Year-end tax preparation is painless and frustration free!
Tax Hotline includes:
What does the Tax Hotline do?
Who is behind the Tax Hotline?
What guarantee do members have that the tax returns will be accurate?
Why would a member who uses tax preparation software to file taxes need the Tax Hotline?
How would the Tax Hotline assist members in the event of an audit?
What sort of questions do members ask?
Members may ask questions covering any aspect of U.S. tax law, such as:
Get instant discounts on-the-go at over 340,000 merchants nationwide from restaurants and shopping to entertainment and travel. Plan members download the Instant Deals app and use it at participating merchants.
This program is NOT insurance coverage, not intended to replace insurance, and does not meet the minimum creditable coverage requirements under the Affordable Care Act or Massachusetts M.G.L. c. 111M and 956 CRM 5.00. It contains a 30-day cancellation period, provides discounts only at the offices of contracted health care providers, and each member is obligated to pay the discounted medical charges in full at the point of service. For a complete list of disclosures, click here. Discount Plan Organization: New Benefits, Ltd., Attn: Compliance Department, PO Box 803475, Dallas, TX 75380-3475.