Help employees prepare for retirement.

myMoneyGuide® can help.


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myMoneyGuide® can help engage your diverse set of employees with an interactive guided planning experience that helps them define their goals and prepare for retirement. A Financial Wellness program with myMoneyGuide® can also help improve employee productivity, loyalty and satisfaction.

How myMoneyGuide® can help...

Focus on Financial Health

Help employees achieve their goals in retirement – Only 1/3 of Americans have a financial plan today.

Retirement Preparation

Provide educational resources – Only 53% of retiring baby boomers know how much income they will need in retirement.

Productivity Impact

Address financial stress in your workplace – 45% of employees are financially stressed making them less productive at work.

Meet Requirements

Meet 404(c) requirements & help employees define their financial goals – 77% of companies are unaware of non-compliance.

Sources: National Institute on Retirement Security, 2013; AON Hewitt HOT Topics in Retirement and Financial Well-Being, 2015, PWC Employee Financial Wellness Study; LIMRA, Matters of Fact, 05/2015

The Process

Brand.

We work together to build Labs most relevant to your diverse set of employees.

Invite.

An email or link takes them to your employee portal myMoneyGuide® experience.

Enroll.

Employees select from Labs offered 7 days a week and enroll in the Lab of their choice.

Participate.

Employee information and investment data is pre-populated to help start their plan.

Action.

Employees can implement recommended scenarios or request an advisor's help.

Support.

You receive updates on employee participation and outcomes.

myMoneyGuide® educates and empowers your employees to take control of their financial life and better prepare for their retirement.