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.
Benefits for your employees
READYSAVETM Mobile App
Your employees can engage seamlessly, monitor progress, and stay on track with their retirement plan through the READYSAVE app. Backed by behavioral science and driven by data analytics, READYSAVE means more savers saving more.
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