Products and Services

Want a deeper dive into some of our products and services? Take a look below. We would be happy to discuss these further with you in a one-on-one setting.

Technology

SponsorFIT
Take a closer look at our online experience designed to help plan sponsors manage their retirement plans and improve outcomes.
Watch SponsorFIT video

FutureFIT
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.
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Retirement Ready Tools and Programs

Retirement Pathfinder
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

Guided Portfolio Services
Our managed account platform, powered by Morningstar, offers custom solutions for employees who want help investing to meet their retirement goals.

FutureFIT Circles FAQ
FutureFIT Circles offers plan sponsors a unique employee engagement experience to help get conversations about finances started among their employees. This FAQ answers questions about the program.

Investments

Open Architecture Platform
We offer you complete autonomy in developing an investment portfolio that meets your clients’ needs.

Fixed-Interest Options
Learn about our guaranteed, fixed-return growth for risk-averse investors.

Guided Target Models
Our custom target date options use pre-existing in-plan funds for increased flexibility.