Understand How to Help Employees
The detailed data and key insights generated in the employer Performance Report give employers a
clear picture of where employees need help to improve their financial wellness.
Save money with a plan to reduce employee stress
By reducing employees’ financial stress and getting them on track to retire on time, employers can realize significiant short and long-term savings.
Increase employee engagement
By engaging employees around what matters most – their financial goals – employers increase employee engagement by providing a valuable new benefit.
Improve retirement readiness
Every engaged employee gets a personalized plan to get them on track for a secure retirement. Every year an employee has to delay retirement can cost employers up to $10,000/year.
A Qualified Plan Expense
Retiremap can be paid from plan expenses, according to The Wagner Law Group, a prominent ERISA law firm. Sources include: ERISA budget account or forfeiture account, as well as fee recapture accounts, including 12b-1 fees.