The SmartPath Blog

Open Enrollment season doesn't have to be a drag - read on for tips on how to have the best open enrollment season yet!

More than ever, employees are searching for retirement planning support and are beginning to expect it from their employers.

To help employees truly become financially well, employers will need to offer a financial wellness solution that provides high-quality education and guidance for all of life's financial decisions.

Though not new, earned wage access is rising in popularity as a key way to help employees through a difficult time.

Now that AI is commonplace, consumers can avoid getting duped by potentially harmful financial products.

Well-managed data may just be your ticket to better participant outcomes and plan sponsor satisfaction.

Data management can be a major headache for retirement plan advisors, but not keeping good records could cost you even more.

This study explores how financial wellness could correlate with healthcare-related cost savings.

This new provision can help employees track down their old retirement accounts using the Retirement Savings Lost and Found database.

Read more about how Long-Term, Part-Time (LTPT) workers will have increased access when it comes to workplace retirement plans in 2025.

Learn more about how to strategically support your plan sponsor clients and provide the best participant experience in 2025.

Read on for actionable steps organizations can take to work towards closing the wealth gap.

In this blog, we'll demystify Gen Z, the youngest and most cryptic generation to enter the workforce. How do they make financial decisions? Where do they go for information? And how do you help connect them with a clear vision for their retirement?

In this blog, we'll consider the challenges facing the Millennial generation and their communication preferences and learning styles.

In this post, we’ll dive into the unique preferences and learning traits of Gen X and provide key strategies for engaging this demographic.

In this blog, we’ll zero in on the Boomer generation (1946-1964) and provide practical tips for how to engage this population. How do they prefer to receive communications? How do they think about savings strategy and income in retirement?

As the generational divide becomes more pronounced, many companies are choosing to offer customized benefits to give employees more flexibility and choice.

Embedded financial education provides users with the education they need to make a decision or move forward in their financial life, within an app or service that they already use.

AI will likely take center stage in 2024 and continue to improve efficiency and accuracy for anyone who works in financial services.

Retirement planning will likely become increasingly personalized as employees seek more customization in all areas of life, including financial planning and financial education.

Survey results suggest a more optimistic outlook for financial wellness in 2024, with Americans recommitting to their saving goals.

How do you ensure that participants are contributing enough to their retirement? It all starts with personalized financial education.

How the Secure Act 2.0 impacts student loan repayment.

A discussion of how the Secure Act allows additional catch-up savings for those nearing retirement.

How Secure 2.0 is impacting employee options for the employer match.

A discussion of the auto-enrollment and auto-escalation provision in the Secure Act 2.0 and how it affects retirement savings.

Why historic financial inequities stubbornly persist today and how to begin bridging the wealth gap.

SmartPath announces that their website is now available in Spanish.

A definition of financial literacy and an explanation of why it is so important for making good financial decisions.

In this post, we'll define financial wellness and consider the financial health of Americans today.

The events of 2020 have highlighted economic inequities in our society. Companies can drive change but must also understand the needs.

To support greater financial awareness, SmartPath coaches shared home ownership and student loan advice with Clayton County, GA residents.

An interview with the SmartPath Director of Coaching, where he explains why he is passionate about helping people on their journey to Financial Wellness.

Find out which financial tools will help a broke 20-something pay off debt and build an emergency fund.

We recently caught up with Stuart to discuss exciting enhancements on the horizon for SmartPath clients in 2019.

SmartPath CEO, Alok Deshpande, answers the question, "How are the financial coaching sessions going?" and finds that the future is bright for many families.

A SmartPath Case Study with Karen Velkey - VP, Compensation & Benefit at Huntington Ingalls Industries

Financial products are useful to the customer, but without financial education, they will struggle to maximize the benefits.

Kimberly shares her SmartPath success story and explains how she found two new income sources in less than a month.

Given the economic conditions, financial wellness programs are on the rise and people are desperately looking for objective financial advice

A SmartPath user shares his SmartPath success story. He was able to increase his credit score dramatically.

We recently caught up with a SmartPath Coach about what led her to pursue a path in unbiased, sales-free financial guidance.

Christina tells her story about trustworthy financial guidance from SmartPath that allowed her to meet her financial goals.

Even amidst the pandemic, SmartPath Coaches and Advisors share their most memorable client wins