Twincrest · FINANCIAL WELLNESS · 2026

Your money.
Your future.
All in one place.

From 401(k) match to student loans to stock plans — every benefit Twincrest offers, calculated for you in seconds.

Enrollment open
4,200+ employees enrolled

Benefits at a glance

Live
4%
401(k) Match Rate
$200/mo
Student Loan Help
15%
ESPP Discount
2/yr
Free Planning Sessions
Your est. annual value$12,400
The full menu

Everything in one place.

Six programs. One login. Every dollar Twincrest sets aside for you, calculated and explained.

Retirement

4%

matched, dollar for dollar

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

Calculate your match

6%
Employer match
$3,000/year
Your contribution$4,500
Total going in$7,500

Estimates only — not financial advice.

1:1 Sessions

Two free sessions a year with a certified planner.

No agenda required. Show up with your questions — they've heard it all.

Anything — budgeting, debt, investing, home buying, taxes, retirement. No topic is off-limits.

Yes. Sessions are private and separate from HR.

Discounted rates are available. Ask your planner.

Jordan M.CFP
Student LoansInvestingHome Buying
Alex T.CFP
RetirementTax PlanningBudgeting

Student Loan Help

$200

/month

contributed toward your qualifying loans

Up to $10,000 lifetime

  • Employed full-time at Twincrest
  • Loan is in your name
  • Federal or private student loan
  • Loan is not in default

See your savings

$35,000
6.5%
Without Twincrest
10y 0m
$12,690 interest
With Twincrest
5y 11m
$7,219 interest
You save $5,471 in interest

Estimates only — not financial advice. Refinancing may affect PSLF eligibility — ask your planner.

Stock Purchase Plan

Buy Twincrest stock at a 15% discount.

That's an instant return before the market does anything.

Enrollment open — closes June 30, 2026
15%
Purchase Discount
10%
Max Salary Contribution
6 months
Offering Period
1
Enroll during the open window
Sign up during the enrollment period. Takes 5 minutes.
2
Contributions deducted each paycheck
Choose 1-10% of your salary. It comes out automatically.
3
Stock purchased at a 15% discount
At the end of each 6-month period, your contributions buy shares at 15% off.

Estimate your ESPP

$200
Discount savings this period
$212
Approx. shares purchased
28

Your 15% discount is a real benefit, but how it's taxed depends on when you sell. If you hold long enough to make a qualifying disposition — at least 2 years after the offering date and 1 year after purchase — most of the gain is taxed at lower long-term capital gains rates.

Sell before those windows and it's a disqualifying disposition. The 15% discount is taxed as ordinary income on your W-2, and any additional gain is short- or long-term capital gain depending on holding period.

Either way, the discount itself is yours. A free planning session is a good place to map out a sell plan that fits your bigger picture.

Financial Education

Learn at your own pace.

Jun 12

Investing 101

Live

Stocks, bonds, and how to think about risk. No prior knowledge needed.

Jun 26

Understanding Your Tax Forms

Live

W-2, 1099, 1098. A plain-English walkthrough of the forms you'll see.

Jul 10

Buying Your First Home

Live

Down payments, mortgages, and the gotchas first-time buyers miss.

Suggest a workshop topic →

Guides and documents.

2026 Benefits Summary Guide

The full overview of everything Twincrest offers — in one PDF.

401(k) Plan Summary

Vesting schedule, match rules, and contribution limits.

ESPP Enrollment Guide

Step-by-step walkthrough of signing up for the current period.

Student Loan FAQ

Most common questions about the $200/mo benefit.

Tax Forms Overview

What every form means and when you'll receive it.

Investing 101

A 20-minute video covering the absolute basics.

Home Buying Checklist

Documents, savings goals, and timing tips.

Benefits Comparison

A one-pager comparing all Twincrest benefits at a glance.

ESPP Tax Guide

Qualifying vs. disqualifying dispositions explained.

Get started in seconds.