FOR EMPLOYERS

Financial Wellness Starts
With Education

When your employees are stressed about finances, your business suffers. SmartPath’s approach to financial wellness is grounded in education and helps users uncover and change behaviors, leading to lasting financial independence.

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How are your employees doing financially?

71%

Of U.S. employees say financial stress negatively affects their work

(Morgan Stanley)

93%

Of employees rank retirement planning assistance as a priority when choosing where to work

(Morgan Stanley)

63%

Of Americans are living paycheck to paycheck - including nearly half of

six-figure earners

(CNBC)

SmartPath Elevates Financial Wellbeing

95%

Of class attendees surveyed say they feel more confident in their finances

81%

Of users in one study took intentional action in their 401(k)

70%

Of class attendees say the content helps them focus better at work

Top-five benefits of a financial wellness solution

Drives benefit participation

Increases 401(k) contributions

Enhances DEI strategy

Boosts employee satisfaction

Improves employee retention and acquisition efforts

Product Features

This popular class teaches users the basics about investing in the stock market.

Live classes

Live classes are offered daily at various times to accommodate busy schedules. Your employees can't attend in real-time? Don't worry! We have a complete on-demand video library accessible 24/7.

Fully automated

Personalized class recommendations based on employee demographics are delivered bi-weekly via email or SMS text. All we need is an eligibility file to get started.

Employee insights

Leverage comprehensive data to ensure your benefits are positively impacting employees.

Available in Spanish

The entire user experience is now accessible in Spanish, including the product platform, communications, and our most popular live and on-demand classes.

Highly qualified

Licensed professionals who are obligated by their fiduciary duty to act in the best interest of your employees.

Experience

Our team has at least 15 years of experience each—that’s over 100+ years combined.

Accessible

Our coaches are available seven days a week across the United States.

Dedicated

Your employees will work with the same coach every time they call. Their SmartPath coach gets to know them and their financial goals and challenges, ensuring they receive consistent, personalized advice.

The user platform makes it easy for users to schedule an appointment with a certified financial coach.

Product Spotlight

Custom Content for your Users

In every organization, situations may arise that need to be communicated quickly and clearly to a group of employees or participants. That’s where SmartPath can help. Instituting a pension freeze? Distributing Restricted Stock Units? Introducing a new retirement plan? Work with our world-class content experts to create custom videos and courses that educate your users on key company directives or transitions.

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