Improving Participant Outcomes

Our proprietary financial wellness system, SMARTMap, was developed to try and help employees achieve better outcomes.

We help them on whichever level they choose:

Self-Learning – financial planning tools, digital financial courses, topical webinars, financial calculators, and market recaps.

Personalized Support – access to financial advocates, live chat, 1-on-1 consultations, and topical webinars.

Employee Financial Wellness Hub – Plan details, educational videos, support access, important contacts, and personalized messages.

They receive help with:

• Creating a Budget
• Goal Setting
• Asset Allocation
• Retirement Planning
• Savings Rate Recommendations
• Withdrawal Strategies
• Social Security Optimization