HelloWallet
This section provides a summary of HelloWallet as of January 1, 2012.
HelloWallet is an easy-to-use, one stop online financial planning tool. After you enter your financial information, HelloWallet will design a personalized financial plan, update it every month, and alert you when there are savings opportunities or threats to your financial health.
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.
