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.
Help employees achieve their goals in retirement – Only 1/3 of Americans have a financial plan today.
Provide educational resources – Only 53% of retiring baby boomers know how much income they will need in retirement.
Address financial stress in your workplace – 45% of employees are financially stressed making them less productive at work.
Meet 404(c) requirements & help employees define their financial goals – 77% of companies are unaware of non-compliance.
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.