SMARTMAP® Financial Wellness
The SMARTMap® Financial Wellness Program helps lay the groundwork by building healthy habits with their financial goals in mind – so your employees can stay focused, happy, and productive, instead of stressed with their finances.
You dictate the level of support your employees receive—from financial education to one-on-one personalized coaching. We can work with you to determine what is best for your unique demographic.
We work with you
Define Financial Wellness Goals & Objectives
We work with you to create goals that are specific to your employees.
Identify Financial Wellness Topics
By analyzing data, we can pinpoint topics that may be most relevant to your workforce.
Optimize Engagement
Our team can work with you on engagement strategies unique to your organization’s demographic.
Measure Progress & Success
Through reporting, we can track results and adjust our strategies as needed.
Comprehensive and Personalized Services for EVERY Employee
Our Financial Advocates are there to help every step of the way.
DISCOVER what your retirement plan has to offer and the basics of personal finance. We can help you with day-to-day money management, building good habits, and taking charge of your finances.
DESIGN your foundation to help build your wealth. Receive tailored recommendations to help you reach your financial goals beyond the retirement plan and basic money management. This is where you can begin to build goals-based financial sustainability.
DEEP-DIVE into advanced strategies that enable you to help protect and continue to grow your assets. Leverage more out-of-the-box wealth-building opportunities and savings vehicles to help you prepare for long-term financial success.
Our Financial Advocates
A key element of the success of SMARTMap is that your employees can have access to our Financial Advocates across all levels of support.
Our Advocates are available:
- 8:30 AM – 8 PM ET, Monday—Friday
- On various channels (live chat, email, phone)
Our Advocates are:
- Registered (Series 6, 7, 65, and/or 66)
- Bi-lingual (English & Spanish)
Our Advocates can provide:
- Guidance and advice
- Resources on financial topics
Financial Education and Employee Engagement
We recognize the importance of customizing an employee’s journey and desire for independence. We can offer:
Self-Learning
- SMARTMap University
- Personal Financial Portal
- Educational Videos
- Financial Calculators
- Personalized Support
Personalized Support
- Access to Financial Advocates
- Topical Webinars
- 1-on-1 Consultations
- Live Chat
Foundational Planning
For those with more complex planning needs looking to take a deeper dive into their financial picture, our Financial Advocates are here to help.
We’ll work with your employees to help build a personal Foundational Plan by:
- Analyzing their current financial situation
- Discussing their goals for the future
- Accounting for unique life events
- Reviewing and updating their plan as needed
Personal Asset Allocation
Portfolio Advisory Services can provide employees with tailored savings and investing advice to help them decide how much to save, when to retire, when to start collecting Social Security, and build custom Managed Portfolios.
Using personal data points, employees can receive portfolios that may create advantages over standard Target or Risk-based models.
Portfolio Advisory Services are only available with select recordkeepers.
