Customer Portal

Maintaining and organizing data can be a major headache for almost all industries, and the retirement planning space is no exception. To best serve your clients and propel your business into the future, you'll need up-to-date and accurate information about all of your participants. Who maintains data at your organization? How do you know if it's accurate? Read this article to learn more about the roots of this persistent problem, the risks of murky data, and incisive strategies for resolving your data problem once and for all.

How does a financial wellness solution really work? How do people get better at managing their money? In other words, how do people change? This article describes SmartPath's tested method for creating change in the lives of our users. Read on to learn more about our strategy for rewriting bad habits and helping people move forward in their financial lives: one good decision at a time.

When employees overuse emergency rooms and underuse primary care, costs soar because emergent care is nearly always more expensive than preventive care. It's been suggested that a financial wellness program may influence more proactive usage of healthcare services. This study conducted by Merative aimed at examining that link and found that employees who engage with SmartPath reduced their overall medical spend and increased their engagement with preventive care. Read on for the details!

As the air turns cooler and back-to-school season gets underway, you’re probably wondering where the time has gone and how to keep your employees engaged in a very busy season. Our latest article, 10 Easy Ways to Engage Your Employees this Fall, can help! Get fresh ideas for how to energize your employees and give them something fun to look forward to as we move into the fall months.

Since the passing of SECURE 2.0, new phased requirements have kept plan advisors, sponsors, and administrators on their toes as they ensure their plans are compliant with all recent legislation. In 2025, several new provisions will take effect. Are you ready for these changes? To save you time, we've gathered all the most important, need-to-know details in this article - download to learn more!

Many Americans are filled with fear as they think about the outcome of the election in November. Will the stock market react strongly and negatively impact my investments? Should I change my overall retirement strategy? Are there things I can do to be more prepared now? In this article, we cut through the noise and give you the facts so you can protect your finances, regardless of who takes office.

This sheet will give you a quick look at what you can expect when you purchase SmartPath and how you can customize our product with optional enhancements to craft the perfect offering for your users.

In this original research, we take a deep dive into the savings habits and preferences of Generation Z, the youngest generation entering the workforce. We explore social media habits, conversations with family and friends, saving goals, and retirement expectations. Download the article for an inside look at how this generation is (or isn't) preparing for retirement.

With warmer days come wistful glances out the window as your employees daydream about a day spent in the sun. Though the summer slowdown can be a drain on productivity, it's also a great opportunity to show your employees how much you value them and give them some much-needed rest! Check out these 10 simple ideas to engage your employees and avoid a summertime slump.

In this study, we examined the 401(k) contribution patterns of HII employees who engaged with SmartPath and compared them with the contributions of the general employee population. Are SmartPath participants more active in their 401(k)? Do SmartPath participants increase at a higher rate than non-participants? What would an increase in savings mean for the individuals involved and the company overall? Read on to learn more.

Month after month, year after year we read shocking statistics in the headlines about the growing wealth gap in America. What is to be done? There is no silver bullet to a more equitable workplace, but that doesn't mean the work we do doesn’t matter. Read on for 5 key principles that will help create a strong foundation, rooted in equity, for any organization.

Reaching participants with the information and guidance they need is increasingly complex, especially in today's multi-generational workforce. In this article, we’ll give you key information about each generation, how they learn, and where to reach them so you can get them the help they need and encourage them to increase their retirement savings.

Benefits customization is an emerging trend that promotes inclusivity and provides support for a generationally diverse workforce. This infographic highlights key pain points and essential benefit options for each generation.

We think our financial education products are great, but don't just take our word for it! This flyer will show you SmartPath through the lens that really matters - the perspectives of our customers and users.

Plan sponsors are increasingly leaning on 401(k) providers to offer participant education. So what can you do to help participants save more and succeed financially? This article explains the importance of participant education and shares 5 essential elements of a successful strategy.

The financial wellness sector is in the midst of an identity crisis. Leveraging insights from our extensive experience, this article challenges conventional viewpoints and uncovers three pivotal truths. This exploration not only questions established norms but also aims to redefine true financial wellness in today's context.

This document gives specifics about how the SmartPath program works, specifically how SmartPath develops course content, manages and trains their financial coaches, and ensures user privacy through security protocols.

This document gives specifics about how the SmartPath program works, specifically how SmartPath develops course content, manages and trains their financial coaches, and ensures user privacy through security protocols.

SmartPath allows you to provide best-in-class financial education as part of your overall customer success strategy. In this short piece, read how SmartPath allows you to better support your customers and build relationships for the long haul, by offering personalized financial education.

SmartPath allows you to provide integrated financial education within your app or platform. In this quick write-up, learn how personalized financial education can add value for users and increase in-app engagement.

SmartPath allows you to offer best-in-class financial education as part of a holistic benefits package. In this short piece, learn how adding SmartPath can improve your insurance offering and give you a competitive edge.

In the wake of the COVID years, fraught with furloughs, layoffs, and the Great Resignation, the job market and workforce have changed considerably. To keep up with the pace of change, HR leaders must stay abreast of emerging workforce trends. Here are 3 key predictions for 2024 that will help you prepare for the many needs of a dynamic workforce in the coming year.

In a rapidly changing financial environment, advisors need to pay close attention to emerging trends that could impact their clients’ financial behaviors. Here are 3 predictions that may impact the financial landscape in 2024, so you can be prepared to help your clients save more, build your book of business, and increase your AUM.

The United States has some of the highest income and wealth inequality among developed countries. This article examines the racial wealth gap from a historical perspective, considers the implications of wealth inequality on the economy, and explains the necessary steps to begin closing the gap.

This at-a-glance comparison chart highlights key ways that outsourcing participant education to SmartPath can save time, money, and resources. Download for a quick read, full of insights into how features like lead-generation technology and automated communications can impact efficiency and engagement, plus a look at how SmartPath can help increase your overall AUM.

The holiday season can be hard work, especially when you're looking for a meaningful employee gift that goes beyond another piece of branded apparel or the latest tech gadget. Download this infographic for 9 creative year-end gift ideas to thank your workforce and demonstrate your appreciation.

This detailed comparison chart takes a deep dive into the benefits of outsourced financial education and explores how this model can save time, money, and resources. Download for a more complete picture of how tailored class recommendations, lead-generation technology, and automated communications to participants can impact efficiency and engagement.

SmartPath allows you to provide financial wellness as a benefit to your employees. In this piece, explore how partnering with SmartPath can positively impact the overall financial health of your workforce and improve employees' longevity within your organization.

SmartPath allows you to offer comprehensive financial education to your participants. In this piece, learn how outsourced financial education can benefit your business and save you time and money.

In Brief provides a short overview of SmartPath. Learn about our core product offering and how we partner with financial institutions, fintech companies, and employers nationwide.

How do you evaluate financial wellness solutions for your workforce? This article breaks down 5 popular products and explains their intended purpose, unintended consequences of misuse, and how they fit in an overall wellness strategy.

What makes SmartPath unique? We have the largest collection of live and on-demand personal finance classes in the field, with over 200 different classes to choose from. Our team of experts teaches complex concepts in a clear, down-to-earth way, that makes financial wellness accessible to everyone. Watch the video to learn more.

The Secure Act 2.0 is already in motion, with more provisions set to take effect in the years to come. This article highlights four key provisions that retirement plan advisors can leverage to differentiate their practice from the competition.

When businesses are looking to save money, financial wellness solutions are often the first to go. This infographic explains five reasons why these benefits should not be cut but rather prioritized in times of uncertainty.