What We Believe
Advisors + Technology = Success
With the proliferation of online tools, there is no substitute for a real person. Retirement plan advisors provide
accountability and ongoing support in ways that technology simply cannot. When we pair leading technology
and behavioral economics to enhance how advisors serve employees, it’s a winning formula.
We believe that no plan provider has done this effectively.
It’s All About Engagement
There is no financial wellness without employee engagement. Employees need a place to start that is easy, highly
personalized and leads them to take action. Applying innovative design concepts from the field of behavioral
economics allows us to enhance and sustain employee engagement.
Financial Wellness Must Be Affordable
Every employee needs access to financial wellness – not just employees at Fortune 500 companies.
By leveraging technology to efficiently deliver financial wellness through the retirement plan advisor,
we dramatically bring down the price to provide financial wellness, while offering a level of service
that is unsurpassed.