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

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


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

1199SEIU Members

To Your Health! Wellness Portal

The Wellness Portal has a financial wellness online workshop available to all Montefiore associates

  1. Log in to
  2. Click on Step #2: Workshops
  3. Search for the ‘Financial Wellness’ workshop under the ‘Add’ tab to sign up

Montefiore Associates and Employees of Einstein College

Commuter Benefits

WageWorks WageWorks provides significant tax advantages for associates to pay for mass transit and parking expenses through pre-tax payroll deductions

Call 877.924.3967 or visit

Montefiore Associates and Employees of Einstein College

511NY Rideshare

511NY Rideshare 511NY Rideshare is New York State's no cost ride matching, traveler services and guaranteed ride program where you can create a profile and find travelers with similar travel routes and patterns

Call 511 or visit

Montefiore Associates and Employees of Einstein College

Voluntary Insurance Program (VIP)

Associates can purchase individual insurance policies offered at group rates:

  • Critical Illness Insurance
  • Integrated Disability Benefit Income Protection - 1199
  • Personal Accident Insurance
  • Universal Life Insurance

Call  866.936.7011 or visit

Montefiore Associates

Employee Discounts

Corporate Offers Save up to 70% off the price of Broadway tickets.

Call 212.203.1818 or visit

Montefiore Associates and Employees of Einstein College

Health Club Discounts Montefiore has discount arrangements with New York Sports Club, CRUNCH, Equinox, Mosholu Montefiore Community Fitness Center, Falk Recreation Center, and the Riverdale Y.

Visit the To Your Health! Fitness Page

Jerome-Gun Hill Business Improvement District The Jerome-Gun Hill Business Improvement District offers discounts to all Montefiore Associates with ID.

Call 718.324.4946 or visit

Perks Connect PerksConnect provides discounts products and services from nationally recognized merchants and local businesses.

Call 877.253.7100 or visit

Nationwide Pet Insurance Nationwide Pet Insurance offers a choice of plans with different levels of coverage for pets.

Call 877.738.7874 or visit

Plum Benefits – Plum Benefits provides Special offers on tickets for sporting events, theme parks, Broadway and more.

Call 212.660.1888 or visit

Wireless Discounts Montefiore provides discounts to associates on service plans and products with the following providers.

Special Promotions

Automobiles and Homeowners Insurance are offered through:

  • MetLife
  • Travelers

Montefiore Associates and Employees of Einstein College















LASIK Surgery Montefiore Laser and Eye Care Center at Montefiore Medical Specialists of Westchester offers LASIK Surgery discounts of 20% off the regular charge for you and your family members.

Call 718.920.2020

Municipal Credit Union Municipal Credit Union offers a full range of financial services.

Call 212.693.4900 or visit   

  Purchasing Power Purchasing Power allows qualified Montefiore associates to purchase new, brand-name computers, electronics and home appliances through the convenience of payroll deduction and home delivery direct from the manufacturer. Call 800.537.3134 or visit

Montefiore Associates