SET YOUR EMPLOYEES UP FOR A LIFETIME OF FINANCIAL FREEDOM
WELLNESS, PLANNING, ADVICE.
SET YOUR EMPLOYEES UP FOR A LIFETIME OF FINANCIAL FREEDOM
74%
of Americans live paycheck to paycheck1 & 1 in 3 cannot cover a $1,000 emergency.2
22%
of Americans have less than $5,000 saved for retirement & and 46% of employees expect to work past the age of 65.3
62%
of employees say they are stressed about their finances. Of those, 50% claim finances are a distraction at work.1
67%
of employees want financial planning benefits and resources while only 25% of employers are providing it.4
1)PwC’s 9th annual Employee Financial Wellness Survey COVID-19 Update, PwC US, 2020. 2) National Payroll Week Survey, American Payroll Association, 2019. 3) 2019 Planning & Progress Study, Northwestern Mutual, 2019. 4) MassMutual Workplace Benefits Study, MassMutual, 2018.
74%
of Americans live paycheck to paycheck1 & 1 in 3 cannot cover a $1,000 emergency.2
52%
of Americans have less than $5,000 saved for retirement & and 46% of employees expect to work past the age of 65.3
76%
of employees say they are stressed about their finances. Of those, 50% claim finances are a distraction at work.1
67%
of employees want financial planning benefits and resources while only 25% of employers are providing it.4
1)PwC’s 9th annual Employee Financial Wellness Survey COVID-19 Update, PwC US, 2020. 2) National Payroll Week Survey, American Payroll Association, 2019. 3) 2019 Planning & Progress Study, Northwestern Mutual, 2019. 4) MassMutual Workplace Benefits Study, MassMutual, 2018.
A Financial Wellness Program Customized for Every Employee
Employee Financial Wellness fosters a workforce of healthier, happier, and more productive employees. We provide a comprehensive Financial Wellness Program that leverages behavioral economics and combines reliable technology with personal support to assist employees in achieving more successful retirement outcomes. The program engages employees directly and offers tools to create a plan suitable for every learning style. You dictate the level of support your employees receive, and we can work with you to determine what is best for your unique demographic.
Education and Engagement
Financial Wellness Tools
Foundational Planning
Personalized Advice
A Financial Wellness Program Customized for Every Employee
Employee Financial Wellness fosters a workforce of healthier, happier, and more productive employees. We provide a comprehensive Financial Wellness Program that leverages behavioral economics and combines reliable technology with personal support to assist employees in achieving more successful retirement outcomes. The program engages employees directly and offers tools to create a plan suitable for every learning style. You dictate the level of support your employees receive, and we can work with you to determine what is best for your unique demographic.
Education and Engagement
Financial Wellness Tools
Foundational Planning
Personalized Advice
Self-Learning
Gamified Education
Online Financial Education Center
Video Tutorials
Market recaps
Financial Calculators
Personalized Support
Access to Financial Advocates
Educational Webinars
Financial Workshops
Individual Consultations
Live Chat
Self-Learning
Gamified Education
Online Financial Education Center
Video Tutorials
Market recaps
Financial Calculators
Personalized Support
Access to Financial Advocates
Educational Webinars
Financial Workshops
Individual Consultations
Live Chat
Tracking Financial Health
The SMARTMap app is a financial wellness app that encourages behavioral changes around managing money. It offers a secure location where employees can link all their accounts in one place to see their full picture and make more informed financial decisions towards their goals.
Tracking Financial Health
The SMARTMap app is a financial wellness app that encourages behavioral changes around managing money. It offers a secure location where employees can link all their accounts in one place to see their full picture and make more informed financial decisions towards their goals.
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Creating
Budget
The budget is the foundation of a financial plan. We can help make a savings and spending plan that you can actually stick to and will help you reach your financial goals.
goal
setting
Setting goals can be a tough task, but it is an important step toward securing their financial future. Before we create a financial plan, we’ll work together to define and document your employees’ goals.
asset
allocation
A sound portfolio management strategy begins with asset allocation. We will help guide employees towards a strategy based on their retirement timeline and investment personality.
retirement
planning
Employees are looking for help in all aspects of retirement planning from start to finish. We can help with all three major stages: accumulation, preservation, and distribution.
Creating
budgets
The budget is the foundation of a financial plan. We can help make a savings and spending plan that you can actually stick to and will help you reach your financial goals.
goal
setting
Setting goals can be a tough task, but it is an important step toward securing their financial future. Before we create a financial plan, we’ll work together to define and document your employees’ goals.
asset
allocation
A sound portfolio management strategy begins with asset allocation. We will help guide employees towards a strategy based on their retirement timeline and investment personality.
retirement
planning
Employees are looking for help in all aspects of retirement planning from start to finish. We can help with all three major stages: accumulation, preservation, and distribution.
Personalizing the Investing Experience
Portfolio Advisory Services provide your employees with tailored savings and investing advice to help them reach their retirement goals. Using personalized data we help employees decide how much to save, when to retire, when to start collecting Social Security, and we build and manage custom investment portfolios for employees.
personalized asset allocation
Using personal data points, employees receive portfolios that may create advantages over standard Target or Risk-based models.
savings rate recommendations
Determining the amount of money to save for retirement is important based on household income, debt, expenses, and goals.
withdrawal
strategies
The focus oftentimes is on saving for retirement – creating a tax-efficient withdrawal strategy is the other half of the battle.
social security optimization
The timing of your social security claim likely has an impact on the benefits you receive, so determining the optimal timing is important.
Portfolio Advisory Services are only available with select recordkeepers. Please contact sales@pensionmark.com today to learn more.
Personalizing the Investing Experience
Portfolio Advisory Services provide your employees with tailored savings and investing advice to help them reach their retirement goals. Using personalized data we help employees decide how much to save, when to retire, when to start collecting Social Security, and we build and manage custom investment portfolios for employees.
personalized asset allocation
Using personal data points, employees receive portfolios that may create advantages over standard Target or Risk-based models.
savings rate recommendations
Determining the amount of money to save for retirement is important based on household income, debt, expenses, and goals.
withdrawal
strategies
The focus oftentimes is on saving for retirement – creating a tax-efficient withdrawal strategy is the other half of the battle.
social security optimization
The timing of your social security claim likely has an impact on the benefits you receive, so determining the optimal timing is important.
Employees are Looking for Help
Let us take this off your plate and set them up for financial success
Contact Us
Employees are Looking for Help
Let us take this off your plate and set them up for financial success
CONTACT US