Trustmark Financial Wellbeing

Welcome to Trustmark Financial Wellbeing. This brand new benefit offers you personalized guidance and education to help you feel more confident and stress-free about your financial situation. Click on the video below for an overview of Trustmark Financial Wellbeing, and the value it provides.

55% of employees want help managing their finances.

Source: Bank of America Merrill Lynch 2016 Workplace Benefits Report

Financial Wellness Resources

Employee Assistance Program

The EAP has numerous interactive resources on financial matters. From the home page shown below, explore the three circled areas for resources including do-it-yourself financial forms (wills), interactive tools (budgets, mortgage comparison tools, and more), and resources on numerous financial topics with suggestions on how to learn more.

EAP-screen

Click on the image to visit the EAP website.
Login ID: standard6 (lowercase)
Password: eap4u (lowercase)

The Legal & Financial tab contains links to facilitated legal/financial forms (do-it-yourself wills, living wills, etc.), as well as resources on numerous financial issues.

Also, there are webinars accessible in the Recorded Webinar library (archived section — Money Matters and Money 101).

 

Fidelity 401(k)

The Fidelity website contains many items relative to retirement planning. On the bottom half of the home page shown below, check out the Featured Resources and Tools tabs. Both have interactive resources related to saving, budgeting, debt management and healthcare planning.

fidelity-screen

Click on the image to visit the Fidelity 401(k) website.



The links provided on this page will take you to external websites. These external website links are provided for informational purposes and convenience only. When you select a link to external websites, you will leave the Trustmark website and any information provided on external websites is subject to the privacy and security policies of the owners/sponsors of the external websites. Trustmark does not endorse or recommend any products or services sold on external websites and professional advice should be sought in relation to all financial and investment decisions.