SmartPath for Retirement Plan Advisors

Benefits customization is an emerging trend that promotes inclusivity and provides support for a generationally diverse workforce. This infographic highlights key pain points and essential benefit options for each generation.

We think our financial education products are great, but don't just take our word for it! This flyer will show you SmartPath through the lens that really matters - the perspectives of our customers and users.

Plan sponsors are increasingly leaning on 401(k) providers to offer participant education. So what can you do to help participants save more and succeed financially? This article explains the importance of participant education and shares 5 essential elements of a successful strategy.

The financial wellness sector is in the midst of an identity crisis. Leveraging insights from our extensive experience, this article challenges conventional viewpoints and uncovers three pivotal truths. This exploration not only questions established norms but also aims to redefine true financial wellness in today's context.

This document gives specifics about how the SmartPath program works, specifically how SmartPath develops course content, manages and trains their financial coaches, and ensures user privacy through security protocols.

This document gives specifics about how the SmartPath program works, specifically how SmartPath develops course content, manages and trains their financial coaches, and ensures user privacy through security protocols.

SmartPath allows you to provide best-in-class financial education as part of your overall customer success strategy. In this short piece, read how SmartPath allows you to better support your customers and build relationships for the long haul, by offering personalized financial education.

SmartPath allows you to provide integrated financial education within your app or platform. In this quick write-up, learn how personalized financial education can add value for users and increase in-app engagement.

SmartPath allows you to offer best-in-class financial education as part of a holistic benefits package. In this short piece, learn how adding SmartPath can improve your insurance offering and give you a competitive edge.

In the wake of the COVID years, fraught with furloughs, layoffs, and the Great Resignation, the job market and workforce have changed considerably. To keep up with the pace of change, HR leaders must stay abreast of emerging workforce trends. Here are 3 key predictions for 2024 that will help you prepare for the many needs of a dynamic workforce in the coming year.

In a rapidly changing financial environment, advisors need to pay close attention to emerging trends that could impact their clients’ financial behaviors. Here are 3 predictions that may impact the financial landscape in 2024, so you can be prepared to help your clients save more, build your book of business, and increase your AUM.

The United States has some of the highest income and wealth inequality among developed countries. This article examines the racial wealth gap from a historical perspective, considers the implications of wealth inequality on the economy, and explains the necessary steps to begin closing the gap.

This at-a-glance comparison chart highlights key ways that outsourcing participant education to SmartPath can save time, money, and resources. Download for a quick read, full of insights into how features like class variety, lead-generation technology, and automated communications can impact efficiency and engagement.

The holiday season can be hard work, especially when you're looking for a meaningful employee gift that goes beyond another piece of branded apparel or the latest tech gadget. Download this infographic for 9 creative year-end gift ideas to thank your workforce and demonstrate your appreciation.

This detailed comparison chart takes a deep dive into the benefits of outsourced financial education and explores how this model can save time, money, and resources. Download for a more complete picture of how tailored class recommendations, lead-generation technology, and automated communications to participants can impact efficiency and engagement.

SmartPath allows you to provide financial wellness as a benefit to your employees. In this piece, explore how partnering with SmartPath can positively impact the overall financial health of your workforce and improve employees' longevity within your organization.

In Brief provides a short overview of SmartPath. Learn about our products, SmartPath Learn and Coach, and how we partner with financial institutions, fintech companies, and employers nationwide.

How do you evaluate financial wellness solutions for your workforce? This article breaks down 5 popular products and explains their intended purpose, unintended consequences of misuse, and how they fit in an overall wellness strategy.

What makes SmartPath unique? We have the largest collection of live and on-demand personal finance classes in the field, with over 100 different classes to choose from. Our team of experts teaches complex concepts in a clear, down-to-earth way, that makes financial wellness accessible to everyone. Watch the video to learn more.

The Secure Act 2.0 is already in motion, with more provisions set to take effect in the years to come. This article highlights four key provisions that retirement plan advisors can leverage to differentiate their practice from the competition.

When businesses are looking to save money, financial wellness solutions are often the first to go. This infographic explains five reasons why these benefits should not be cut but rather prioritized in times of uncertainty.