Financial Wellness
PDS Health offers team member resources to help you meet your short- and long-term financial goals. Whether you’re saving for a dream vacation, looking to purchase a house or planning for an adventure filled retirement, we all need help juggling our competing financial priorities. Here are a few resources that can help wherever you are on your financial wellness journey.
Highlights
- Get help achieving your money goals. Take a quick financial wellness checkup and get help taking your next steps with Fidelity Goal Booster
- Schedule a free one-on-one consultation with a Certified Financial Planner (CFP) from SageView and receive personal and targeted advice on preparing for retirement
- Access educational articles, videos and webinars on relevant financial wellness topics at sage411.sageviewadvisory.com
- Join us every month to learn more about PDS Health 401(k) retirement plan
If you have questions regarding the enrollment process, or for questions regarding your specific benefits, contact a Benefits Advocate at (877) 536-8693 or pdsbenefits@aon.com, M-F 6:00 am to 4:00 pm PT.
Important Notice: This site provides information about the benefits and coverages that are available across the benefit plans maintained by PDS Health (“PDS®”) and by its PDS Supported Entities. This site applies to all team members. The term “team member” in this site refers to you, whether your employer is PDS® or a PDS Supported Entity. When the term “plan” or “Plan” is used in this site, it refers to the benefit plans that each employer makes available to its team members.
This site provides a general description of your employer’s benefits, and it serves as a summary of material modifications to the ERISA-required Summary Plan Descriptions applicable to these benefits (e.g., benefit booklet or evidence of coverage). This site does not describe all terms and conditions that may apply to your benefits. Details, including terms, limitations, and other conditions are provided in the ERISA plan document. If the information in this site differs from the ERISA plan document or Summary Plan Descriptions, then the ERISA plan document and Summary Plan Descriptions should prevail, as applicable.