Better Benefits.
Happier Employees.
Higher retention.
Employee Benefits Optimized
Smart 401(K) Retirement Investing
Secure your employees' future with our Smart 401(k) Retirement Investing service. Our technology-driven platforms eliminate unnecessary management fees, enhancing portfolio performance. We provide personalized strategies and expert guidance to maximize returns and minimize risk.
Group Preventative Healthcare
Promote a healthy workplace with our Group Preventative Healthcare plans. We focus on proactive health management to prevent illnesses and reduce costs. Our services include regular health screenings, wellness programs, and access to top healthcare providers.
All-In Employee Engagement
Boost engagement and morale with our All-in Employee Participation programs. Active participation leads to healthier, wealthier employees who stay with your company longer. We foster a culture of inclusivity and involvement to build a strong, cohesive team.
Everyone wins!
Wealthier and healthier employees participate.
More participation means less employee turnover.
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Experience better health and financial stability
Improved health and financial well-being:
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Optimized 401(k) plan performance
Enjoy better returns on your retirement investments.
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Comprehensive preventative healthcare
Access preventative healthcare services to maintain your well-being.
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Reduced investment management fees:
Save money with lower fees on your 401(k) plan.
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Increased employee retention and loyalty
Foster a loyal workforce that stays with your company longer.
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Enhanced productivity and performance
Benefit from a more productive and high-performing team.
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Reduced turnover costs
Save money by reducing the expenses associated with employee turnover.
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Lower healthcare costs
Decrease overall healthcare expenses through preventative care.
How Does it Work?
Total Market Analysis (TMA)
Our journey begins with the Total Market Analysis. This comprehensive, unbiased report identifies areas for fee compression within your 401(K) plan. By answering a few questions and providing your current documents, your TMA will be ready for review in just 7 to 9 business days.
Plan Design
We believe that a successful 401(K) plan is one that employees actively participate in. Our comprehensive engagement strategies include personalized outreach through emails, apps, and workshops, ensuring your workforce stays informed and involved.
Seamless Onboarding
We believe that a successful 401(K) plan is one that employees actively participate in. Our comprehensive engagement strategies include personalized outreach through emails, apps, and workshops, ensuring your workforce stays informed and involved.
Ongoing Touchpoints
We believe that a successful 401(K) plan is one that employees actively participate in. Our comprehensive engagement strategies include personalized outreach through emails, apps, and workshops, ensuring your workforce stays informed and involved.
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