Help employees prepare for retirement.

myMoneyGuide® can help.


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


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


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


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


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


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


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.