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Offer participant education to all of your clients by partnering with SmartPath. Our turnkey financial wellness solution drives growth, increases plan participation, and differentiates your practice, so you can focus on what matters most - strengthening your client relationships and managing their retirement plans.
Educating participants on the importance of contributing to a retirement plan benefits them and you. SmartPath participants have been shown to save $282 more per year than non-participants.
Partnering with a third party saves you and your team endless hours of administrative headaches. From creating the content to tracking the results, we do it all.
Participant data helps you identify potential wealth management clients and other opportunities to cross-sell additional products and services.
Our co-branded platform and messaging keep you top of mind for participants. We use targeted marketing campaigns and regular touchpoints to boost your visibility, every day of the year.
As your client base grows, SmartPath grows with you! When you choose us as your participant education partner, you can easily add new clients and support them immediately without delays or administrative hurdles.
SmartPath’s proprietary AI helps you provide the best possible participant experience by sending customized recommendations based on user demographics, so participants from every generation receive tailored content in their inboxes.
Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.
Our customer portal makes it easy for you to evaluate the impact of SmartPath’s participant education. Curious about which classes are most popular? Want to know how many users are engaging with digital assessments or custom content? Our user-friendly interface makes you a data whizz, with instant access to your user engagement stats.
SmartPath provides custom solutions that allow you to onboard new participants to your plan without the headache! We’ll partner with you to design a bespoke video that pairs with our ready-made retirement course, so you can easily fulfill your fiduciary responsibility to educate participants and share necessary plan documents, all at the same time.
Participant inquiries can be high in volume and overwhelming, so we’ve developed a customizable solution. Maybe you’d like to handle retirement-related questions while relying on our experts for basic financial planning support. Maybe you’d like us to tackle all participant questions - or none at all! You’re in the driver’s seat, and we can customize the platform to meet your specific goals.
