Participant Solutions

Explore the solutions we offer to help your employees engage with your plan and save for the retirement they envision.

We believe there’s a better way to engage employees and enable them to meet their financial goals. By partnering with today’s plan sponsors, we can help deliver a robust financial wellness offering that can not only help your employees feel confident when making financial decisions, but help them feel motivated to take action for their future.
 

Learn about our approach to Financial Wellness.

Award-winning participant website and mobile app that uses behavioral science principles, streamlined navigation and relatable content to motivate employees to take action on their retirement planning.

Learn more about our retirement readiness concept—FutureFIT: Freedom. Individually Tailored.

Watch FutureFIT video

A new way of talking about money, FutureFIT Circles offers plan sponsors a unique employee engagement experience to help get conversations about finances started among their employee populations.
 

Learn more about FutureFIT Circles

Powered by EverFi, FutureFIT University is a comprehensive financial wellness experience designed to educate employee—and their families—about a variety of financial topics.

Learn more about FutureFIT University

Where digital meets personal. This powerful software allows participants—working alongside financial advisors—to model various scenarios, optimize savings strategies and identify the impact of varying market conditions on their retirement savings accounts.


Watch Retirement Pathfinder video