Key benefits of partnering with SmartPath
Educating participants on the importance of contributing to a retirement plan benefits them and you.
Outsourcing saves you and your team endless hours of administrative headaches. From creating the content to tracking the results, we do it all.
Gain valuable insights
Participant data helps you identify opportunities to upsell or cross-sell additional products and services
Compete with the behemoths
Take on major retirement funds without adding staff or spending significant dollars... AND win!
Automated and ongoing program management
Zero lift for you and your team! You provide a participant file and we send personalized recommendations via email or SMS text with easy, one-click class registration.
Stay top of mind without spending endless hours on administrative tasks with SmartPath's built-in messaging capabilities.
Drive more business with integrated calls-to-action that direct attendees back to your company's resources or meeting schedulers.