A connected experience to help improve employee outcomes

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Interactive tools

Actionable online tools to enable employees to take their best next step

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Participant Engagement Program

Personalized, proactive financial wellness and retirement readiness communications delivered directly to employees.

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1:1 guidance

Human-to-human conversations provided over the phone, in group settings or online by our licensed financial professionals to enhance financial wellness, at no extra cost.

Our Participant Engagement Program delivers results

Through personalized messaging to every employee, we improve employee outcomes in meaningful ways. Some examples include:

  • 28% lift in participant-initiated conversations about their retirement
  • Participants are 4.4 times more likely to increase contributions to their plan
  • $345 million in increased retirement savings over 3 years
  • 22% lift in participants rolling assets into the plan from outside accounts

Our award-winning mobile experience helps your employees prepare

Our mobile-optimized website provides:

  • Full functionality on any device
  • Videos and more to educate participants
  • Online enrollment

We have powerful tools that give a holistic view, including:

  • A fully transactional mobile app
  • My Interactive Retirement Planner℠ – Helps give employees a complete picture of their retirement readiness, highlight any gaps compared to their goals and provide actionable steps to close any gap
  • My Investment Planner – Helps employees with investment recommendations that are right for them, based on their answers to a few questions
  • Paycheck impact calculator – Helps determine the true impact of take-home pay vs. pre-tax contributions
We’ve also ranked #1 in DALBAR’s review of mobile websites for Retirement Plan Providers for six consecutive years (2014-2020) and have consistently earned their Communication Seal for Plan Participant’s online experience since 2016.

Face-to-face and virtual 1:1 support for your employees

Convenient meetings for:

  • Consolidation support
  • Employee orientations
  • Group workshops
  • One-on-one consultations

We offer an online appointment scheduler, making it easy to meet with a specialist. Participants have access to our Retirement Resource GroupSM and Licensed Customer Service Representatives.

Retirement Resource Group

Made up of licensed internal Retirement Specialists who focus on Retirement Plan education and planning and analysis, they give one-on-one consultations for all aspects of financial planning, including:

  • Retirement income
  • Healthcare costs in retirement
  • Social Security income optimization
  • Other specific areas of financial needs analysis

Licensed Customer Service Representatives

Our DALBAR Plan Participant Service Award winners are available Monday – Friday from 8 a.m. until 11 p.m. ET, and on Saturdays from 9 a.m. until 6 p.m. ET.
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