No-cost Employee Assistance Program with Patelco at Work
Financial Wellness at Work
The #1 cause of employee stress at work is due to personal finances, resulting in distraction and loss of productivity.¹ Additionally, 63% of employees say their financial stress has increased since the pandemic.² That's why smart employers offer personal finances as part of their overall benefits program to help boost productivity and increase retention.
How Patelco Can Help
Unlike a traditional Employee Assistance Program (EAP), we take a holistic approach to financial wellness, by providing professional 1:1 counseling, financial education, and products and services with better rates and low to no-fees to help reduce money worries so your employees can live happier, fuller lives. Contact our Partnership Team to learn more about how we make a financial wellness benefit simple and seamless to implement.
Who We Are
For over 80 years, we’ve honored the trust of our members.
- One of the largest credit unions in the United States
- Headquartered in Northern California with 37 branches and growing
What you can expect
Dedicated Partnership Manager
- A single point of contact to support your program
- On-site "Financial Wellness" booth sponsored by Patelco
- Monthly newsletters, online banners and marketing collateral support
Free Education and Expert Advice
- Free 1:1 Financial Counseling by appointment
- Complimentary Financial Advisor Services by appointment
- Financial health webinars
- Online education resources and tools
¹ 2017 Mercer. Inside Employees Minds Financial Wellness Report™ survey gathered insights from more than 3,000 workers. On an estimated total annual US wage bill of $5 trillion, loss in productivity costs employers up to $250 billion. Mercer is a global leader in the health and benefits consulting industry.
² 2018 The Olson Group. 15 Reasons Why You Need Financial Wellness in the Workplace Report™. The Olson Group is a leading employee benefits consulting firm.
³ To qualify for the $50 bonus, you must use the employer code provided to open a new checking account (minimum deposit of $100). The $50 reward will be credited to your savings account within 5 business days of the qualifying new account being opened. If you receive $600 or more in prizes from Patelco throughout the year, we’ll send you an IRS Form 1099.