Other Financial Resources
This page features information regarding financial wellness resources provided to Maritz employees by our various partners, including access to a financial advisor, workplace banking, financial education libraries and counselors, podcasts and webinars, and more!
Morgan Stanley
As part of your 401k retirement plan benefit, you have access to a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your retirement savings plan. Your Morgan Stanley Financial Advisor can help you maximize the features and benefits of your employer-sponsored 401k retirement plan and assist you in developing a strategy designed to achieve your financial goals. Morgan Stanley will also provide monthly content on relevant topics that impact your retirement savings, which may include education on subjects such as estate planning, tax strategies and investing. Emails will come from morganstanleyatwork@msmail.morganstanley.com.
You can also access retirement planning resources at your convenience through our Morgan Stanley at Work Retirement Learning Center.
PNC Workplace Banking
PNC offers Workplace Banking to Maritz employees including digital financial tools, additional financial webinars, and special offers for opening an account. More information can be found on MyMaritz. Search by keyword Discounts.
T. Rowe Price Resources and Tools
Login to your T. Rowe Price portal at https://rps.troweprice.com/, hover on the Plan & Learn tab, then choose from various categories such as Planning Center, Education Library, Financial Wellness, and Retirement Planning. There are tools and calculators, articles, podcasts, and videos.
Financial Wellness Webinars
Morgan Stanley hosts Webinar Wednesday which is a series of live education sessions designed to answer your questions and empower you on your financial journey. Webcasts are hosted by a financial professional and take place on Wednesdays from 2:00 p.m. to 3:00 p.m. ET. On demand webinars may also be available.
T. Rowe Price hosts webinars throughout the year on a variety of financial wellness topics.
PNC Bank hosts webinars each month on a variety of financial wellness topics. Registration information can be found on the Calendar tab.
Paytient
Paytient is an interest- and fee-free line of credit for healthcare costs, which is called a Health Payment Account (HPA). Enrollment in the Maritz medical plan is not required. See the Paytient page of this website for more information.
Personify Health
Through the wellness program, you can find resources for managing your finances.
Login to Personify Health at https://enroll.personifyhealth.com. Under the Health tab, select Journeys which are daily, self-guided courses. Scroll down to select the Managing My Finances topic and choose a journey.
See the Healthy You! Wellness Program page of this website for additional information regarding your Personify Health Wellness benefit.
Headspace Employee Assistance Program
Headspace can connect you to financial resources as you navigate life’s challenges.
Call the 24/7 phone line at (855) 420-0734 to talk to a Resource Specialist right away about what assistance you're looking for. Headspace will find resources that meet your needs and email you a referral packet with resources in your area that match what you’re looking for. It’ll include details on pricing, availability, and contact information, so you can make the choice that’s right for you.
You can meet with a certified financial planner for a free, 30-minute session. They'll help you determine what you need, and what your options are. If you need more sessions, they're available at a discounted rate.
Credit repair & debt consolidation
Budgeting
First-time home buying
Retirement & college planning
Tax preparation and filing
Headspace offers financial wellness videos which you can access by registering at https://work.headspace.com/personifyhealth/care/land. For subsequent logins, download the Headspace: Meditation & Sleep app or visit headspace.com/login.
Refer to the Employee Assistance Program of this website for additional information about this benefit.
Arag Legal Plan
If you are enrolled in the Legal plan, you have access to the following:
Financial Education and Coaching - Call an accredited financial counselor to get help with debt and budget planning, student loan repayment options, credit review, tenant coaching and more.
Tax Services - When you need tax help, call a tax specialist for tips on state or federal taxes, explanation of tax laws, advice regarding IRS audits and help with preparation of a tax return.
Learning Center - Access practical tips, learning guidebooks and next steps to deal with common financial issues.
Identity Theft Protection – Internet surveillance, credit monitoring, identity theft restoration services, and more.
Login at https://www.araglegal.com/account/login to get started.
Refer to the Legal Plan page of this website for additional details.