Twincrest Financial Wellness

Your money should work as hard as you do.

Free planning sessions, 401(k) match, student loan help, and more — all here, all yours.

Your benefits at a glance

  • 4%401(k) match — dollar for dollar
  • $200per month toward student loans
  • 15%ESPP discount on stock
  • 2/yrfree financial planning sessions

"We built this for the team we're proud of."

Retirement

4%

matched, dollar for dollar

Start contributing 4% of your salary and Twincrest matches every dollar. It's the fastest guaranteed return you'll find anywhere.

Year 1: 25%Year 2: 50%Year 3: 75%Year 4: 100%

Calculate your match

See what Twincrest adds to your retirement each year.

$
$3,400/year from Twincrest

Illustrative only. Match is dollar-for-dollar up to 4% of eligible compensation.

1:1 Sessions

Two sessions. Zero pressure. All yours.

You get two free 1:1 sessions with a certified financial planner every year. Show up with your questions — they've heard them all.

Anything money — budgeting, debt, buying a home, kids' college, retirement, equity comp. They've seen it.

Yes. Sessions are between you and your planner. Twincrest never sees individual details.

Nope. Use one, use both, save them up — your call.

Absolutely. Money decisions are usually shared decisions.

Maya Okafor

CFP
RetirementEquity CompTax

Daniel Reyes

CFP
Debt StrategyHome BuyingFamily

Student Loan Help

$200

/month toward your loans

Up to $10,000 lifetime.

  • Employed full-time at Twincrest
  • Loan is in your name
  • Federal or private student loan
  • Not in default
Enroll or check your status

See your savings

Without Twincrest
139 mo
With Twincrest
77 mo
You save
$6,300

PSLF eligibility may apply for qualifying public service work. Illustrative only — not financial advice.

Employee Stock Purchase Plan

Buy Twincrest stock at 15% off.

That's an instant return before the market moves.

01

Enroll during the window

Pick a contribution between 1% and 10% of your salary. Twice a year.

02

We deduct after-tax

Each paycheck, your contribution is set aside automatically — no transfers needed.

03

Buy at 15% off

At the end of the 6-month period, you purchase shares at a 15% discount to market.

Enrollment open — closes June 30, 2026
15%Discount
10%Salary limit
6 moPurchase period

Run the numbers

$
You contribute
$4,250
Instant gain
$750

Financial Education

Keep learning. Keep growing.

JUN 12
Featured · Virtual

Maxing your 401(k) without feeling it

Practical strategies to bump your contribution without changing your lifestyle.

JUN 18 · Virtual

Student loans: PSLF & repayment paths

What's changed in 2026 and how to pick the right plan.

JUL 02 · In Person

ESPP deep-dive: when to sell

Tax mechanics, holding periods, and a clear framework.

Suggest a workshop topic →

Library

Everything you need, in one place.

Guides, forms, and explainers — all searchable, all yours.

Featured · Retirement

401(k) plan document

Official plan details and fees.

ESPP enrollment guide

Step-by-step walkthrough.

Student loan FAQ

Everything about the $200/mo benefit.

ArticleOpen →

Budgeting basics

A 12-minute primer for any income.

Tax season checklist

What to gather, what to ask.

How vesting works

Equity, 401(k), and timelines explained.

ArticleOpen →