EDUCATION. PLANNING. ADVICE. COACHING.

SET YOUR EMPLOYEES UP FOR A LIFETIME OF FINANCIAL FREEDOM

EDUCATION, PLANNING, ADVICE, AND COACHING

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 Platform Customized for Every Employee

To improve financial health we must lay the groundwork by building healthy habits with our financial goals in mind. Our financial wellness solutions help do just that so your employees can stay focused, happy, and productive, instead of stressed with their finances. You dictate the level of support your employees receive—from financial education to one-on-one personalized coaching. We can work with you to determine what is best for your unique demographic.

Education and Engagements

Financial Wellness Tools

Foundational Planning

Personalized Advice

Financial Coaching

A Financial Wellness Platform Customized for Every Employee

To improve financial health we must lay the groundwork by building healthy habits with our financial goals in mind. Our financial wellness solutions help do just that so your employees can stay focused, happy, and productive, instead of stressed with their finances. You dictate the level of support your employees receive—from financial education to one-on-one personalized coaching. We can work with you to determine what is best for your unique demographic.

Education and Engagement

Financial Wellness Tools

Foundational Planning

Personalized Advice

Financial Coaching

Financial Education and Employee Engagement

We recognize the importance of customizing an employee’s journey and desire for independence so we built financial education and engagement strategies for all learning styles. 

Financial Education and Employee Engagement

We recognize the importance of customizing an employee’s journey and desire for independence so we built financial education and engagement strategies for all learning styles.

Self-Learning

Gamified Education
Online Financial Education Center
Video Tutorials
Market recaps
Financial Calculators

Personalized Support

Financial Wellness Help Center
Educational Webinars
Financial Workshops
Individual Consultations
Live Chat

Self-Learning

Gamified Education
Online Financial Education Center
Video Tutorials
Market recaps 
Financial Calculators

Personalized Support

Financial Wellness Help Center
Educational Webinars
Financial Workshops
Individual Consultations
Live Chat

Tracking Financial Health

Our Personal Financial Portal is your employees’ financial health tracker where they can see a complete picture of their financial well-being including budgets, investments, goals, assets, debt, and more.
LEARN MORE

Tracking Financial Health

Our Personal Financial Portal is your employees’ financial health tracker where they can see a complete picture of their financial well-being including budgets, investments, goals, assets, debt, and more.
LEARN MORE

Building a Healthy Financial Foundation

SMARTMapTM Foundational Planning marries our Personal Financial Portal technology and our financial advocates together to go deeper with your employees, helping them address the foundational components of their financial life.

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.

Building a Healthy Financial Foundation

SMARTMapTM Foundational Planning marries our Personal Financial Portal technology and our financial advocates together to go deeper with your employees, helping them address the foundational components of their financial life.

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