Clients asking for a tailored financial wellness program?
If so, SmartPath can be your solution!
What’s in it for you?
We provide key insights regarding the financial needs of your client’s population, which you can use to enhance your client's benefits strategy.
SmartPath is a great way for any size employer to take the first step into offering financial wellness and for employers who are fully invested into offering a holistic program.
We drive benefit participation and enrollment through benefits education, which make you look good to your client.
We're transparent about our pricing. It typically starts at $12 PEPY.
Clients pay for our program through wellness dollars, retirement plan assets and/or a direct investment.
Clients that Fit
Clients who have made investments in or supported wellness benefits in competitive industries for retention and talent with 1,000+ employees.
Any company that wants to:
- Increase worker satisfaction
- Increase employee retention
- Increase retirement benefits
- Delay retirement
- Reduce employee stress
- Reduce healthcare costs.
Employers Turn to Financial Wellness for Workers
Stuart Lawder, co-founder and COO, speaks about how financial wellness technology can help increase accessibility to employees.
5 Quick-Hit Personal Finance Tips To Help You Invest In Yourself
Our Director of Coaching, Ryan McPherson, shares five personal finance tips on how to be smarter with money management.
Grouping Benefits to Enhance Financial Wellness
Alok Deshpande shares his insights on how plan sponsors should present benefits as resources for different financial life stages.
The Use Case Podcast: Storytelling about SmartPath with Alok Deshpande
Listen to Alok Deshpande chat on The Use Case Podcast about what SmartPath does and the benefit of implementing financial wellness.