Merit Financial Group Reveals Wellness Platform

The new worksite financial wellness platform provides customized education, coaching and participant monitoring. 

Registered investment advisory (RIA) firm Merit Financial Group announced the launch of its Worksite Financial Wellness platform, described as “a comprehensive offering that provides customized, turnkey financial wellness education, coaching and training resources to company retirement plan participants. “

Merit Financial Group is affiliated with Merit Financial Advisors, a regional independent Office of Supervisory Jurisdiction firm, “frequently referred to within the retail financial advice space as a “Super-OSJ.”

Rick Kent, president and founder of Merit Financial Group, suggests the wellness program “can add enormous value for everybody with a role in the retirement plan process, especially the plan participants. Plan sponsors, plan advisers, benefits consultants and other professionals supporting retirement plans are increasingly bandwidth-constrained by the sheer complexity of running retirement plans today.  They are actively seeking a partner who can work flexibly with plan sponsors or their service providers to provide, on a turnkey basis, the financial wellness education and coaching that plan participants increasingly demand and need.”

According to the firm, the newly launched Worksite Financial Wellness platform “enables retirement plan sponsors to bolster the financial health and retirement readiness of its individual plan participants, reduce personal finance-related stress that can negatively impact employee productivity, such as excessive personal debt, and to serve as fiduciaries to plan participants by helping employees better understand plan offerings.”

The platform’s services can be offered both directly to retirement plan sponsors, “or act as smoothly integrated, third party resources that augment the offerings of retirement plan advisers, third party employee benefits consultancies, retirement plan record-keepers as well as other third party service providers that focus on the company retirement plan space.”

For more information on the platform’s capabilities, visit