We provide high impact benefits education by fully integrating all your benefits into your custom program, so employees can successfully navigate benefits changes and best use their benefits to achieve their financial goals.
Freezing or terminating pension plans
Program design or investment changes in 401(k), 403(b), or 457 plans
Complex stock option or deferred compensation plans
Changes to health care plans or retiree medical
Integration with general wellness programs
We’re in the Business of Changing Behaviors
Our educational philosophy is based on behavioral finance principles that tap into the emotional and logical centers of the brain to ensure employees make lasting changes to their financial habits.
Behavior Change Process
Uncover what’s holding them back
Identify the information they need to make better decisions
Deliver education in their preferred learning style
Reward them with “quick wins”
Provide accountability through regular check-ins
Offer ongoing support until positive habits are formed