Financial Wellness

Are You on the Road to Financial Wellness?

Montefiore offers the following Financial Wellness Services:

Program	Key Services	Contact Information	Who's Eligible
Fidelity Investments provides administrative services for Montefiore’s retirement plans. Fidelity’s website – NetBenefits® – offers insight, guidance, and transactional capabilities to make retirement more manageable.	Fidelity provides: 1:1 retirement planning consultation Educational resources Online retirement tools	Access Your Fidelity Account or call 800.343.0860 Schedule a One-on-One Consultation or call 800.642.7131	Montefiore Associates and Employees of Einstein College
Bank of America offers special banking services	Bank of America provides: A special bundle of no-fee banking services by setting Montefiore payroll direct deposit into an eligible existing or new personal Bank of America checking or savings account Special discounts on eligible checking and savings accounts receiving Montefiore payroll direct deposit including: No Bank of America monthly maintenance fees No non-Bank of America ATM fees (International transaction fees and fees charged by third-party ATM operators still apply) No Bank of America domestic wire transfer fees Associates may qualify for a rate reduction or reduced closing costs on a new Bank of America mortgage	go.bofa.com/montefiore	Montefiore Associates and Employees of Einstein College
Employee Assistance Program (EAP)	EAP provides associates complimentary, *confidential* financial assistance pertaining to: Debt management Budgeting Home ownership	Call the 24/7 Employee Assistance Hotline: 844.300.6072 Visit www.myliferesource.com Your website access code is C4NKN.	Montefiore Non-1199 Associates and Employees of Einstein College, and their household members.
1199SEIU Home Mortgage and Financial Wellness Program	The 1199SEIU Home Mortgage and Financial Wellness Program can: Help 1199 members finance their home Aid in setting financial goals Establish good financial habits Assist in creating a plan specific to your financial needs	Call 646.473.9200 or visit www.1199seiubenefits.org/funds-and-services/financial-and-social-services	1199SEIU Members

This site provides only highlights of the Montefiore‘s Benefits & Wellness Programs and does not attempt to cover all details. Complete details are contained in the Plan documents and/or insurance company contracts, which legally govern the Program and which are controlling in the event of the conflict. Montefiore expects to continue these plans indefinitely, but reserves the right to change, modify or terminate the Plans in whole or in part, at any time and for any reason. In addition, the tax treatment of these benefits is subject to change without notice, as determined by federal, state or local tax authorities.