Employer hub / Resources
HR toolkit
Materials to introduce, launch and promote the benefit.
View any PDF in your browser or download a copy to attach to an email, post on your intranet or print for a benefit fair.
Employer documents
For HR and leadership: the program at a glance and the questions HR asks most.
To share with employees
Employee-facing PDFs for announcements, onboarding packets, life-event notices and benefit fairs.
Ready-to-use copy
Intranet or newsletter blurb
Paste it into your intranet, benefits site or newsletter. Each employer gets its own SAGE link: use the one Pathwise confirms with you before launch.
Need the HR leadership announcement, the employee launch email or the reminder? Ask the team and we’ll send the rollout kit.
Pathwise Financial Wellness. Your benefits now include personal financial guidance. Take a 3–5 minute assessment, then book a complimentary 1:1 meeting with a financial professional about retirement, investing, taxes, estate planning, insurance, debt or student loans. Confidential and available year-round.
Get started: your organization’s SAGE link from Pathwise
Book a meeting: Pathwise Financial Wellness Concierge
Short videos
Quick walkthroughs you can watch or forward.
Video · 1:05
How to use the financial wellness benefit
The employee experience in one minute.
Watch →
Video · 1:28
SAGE Data & Analytics overview
How group-level data from the SAGE assessment comes together.
Watch →
Employee pages & links
Where employees go once the benefit is live.
Page
This month’s topic, webinars, the learning library and support, in one place.
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Booking
Financial Wellness Concierge meeting
Where employees book a confidential 1:1 meeting.
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Assessment
SAGE Financial Wellness assessment
The 3–5 minute check-in. Each employer gets its own SAGE link, set up by Pathwise before launch.
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For employers & HR
Need something you don’t see here?
Tell us what you need to share with leadership or employees. We’ll point you to the right materials or prepare them with you.