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