Benefits for your employees
We believe in the power of financial security.
That’s why we take a personalized, tech-enabled, approach to increasing savings and improving financial outcomes to help keep your employees engaged and motivated in their financial wellness.
READYSAVETM mobile app
Once your retirement plan account moves to Ascensus, you’ll get secure, one-touch access to your account with READYSAVE. Wherever you are in your retirement journey or in your day, READYSAVE can help you stay on track toward your goals with personalized insights and guidance—anytime, anywhere. Offered in English and Spanish. Available for iOS and Android. Full details to access the app will be provided when the move is complete.
Financial Finesse
Building financial confidence helps your employees and your business.
- Virtual financial coaching with Aimee
- Personalized financial wellness score and dynamic action plan
- Tools for budgeting, investing, building emergency savings, and more
Managed Accounts
A managed account is an investment product in which funds are selected and packaged into a portfolio for the employee based on professional advice. By investing in this service, an employee chooses to have investment professionals design, oversee, and manage their portfolio with the investments available through your employer-sponsored retirement plan.
- Supports employees who prefer a hands-off approach to investing
- Includes professional advice and account management services
- Considers factors such as an individual’s age, gender, and salary
- Tailors the employee’s investment selections and makes adjustments on a quarterly basis, if needed