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HelloWallet
Plan Summary
This section provides a summary of HelloWallet as of January 1, 2017.
HelloWallet is a Web and mobile based application leveraging the latest research in behavioral science to provide you with personalized financial guidance to help you manage your expenses and find more money in your paycheck to grow savings, pay down debt, and plan for the future.
HelloWallet is not governed by the Employee Retirement Income Security Act of 1974 (ERISA). For example, ERISA requirements such as providing a Summary Plan Description, filing an annual report (Form 5500 Series), or making a summary annual report available do not apply to HelloWallet.