Financial Wellness Benefit for Your Employees
- Increase employee confidence and job satisfaction
- Reduce absenteeism and turnover
- Differentiating recruitment benefit
- Keep defined contribution plan fees low
- From early career to early stage retirement
- Help employees build confidence in the financial wellbeing
- Assess value of Roth conversions
- Add all assets to plan: home value, savings, other income sources, and many others
- View a timeline of total net worth
- Model long-term impact of increasing or changing contributions
- Create an expense budget
- Podcasts, Videos, Articles
- Real time education and coaching
- Online Group Training
- Holistic planning, with both accumulation and decumulation, for lifetime income
- Customer branded with custom logic and stand-alone tools or full access to engine from existing applications
- Direct relationships with active user community of power users feeding rapid product innovations