Our education service is unique and better. Now that’s a winning combo.
We believe financial education & wellness solutions should fit the individual. Financial wellness products vary widely and a single solution might not work well for a diverse workforce. We match education to the participant and provide them with one-on-one support to raise their financial IQ and effectively apply that knowledge to improve their financial success. Our flexible and custom education solutions are meaningful and measurable. We’re here to help.
Give your employees the help they want.
Simply add our participant education services to your existing Guideline plan and give your employees access to
Better understanding of their 401k plan
Access to personalized financial education & wellness solutions
Guidance from a professional
Help with budgeting and maximizing retirement savings
How to navigate retirement income strategies
And so much more
All for about $0.14 cents per day
The annual stated rate for our service is 0.50%, applied to assets under management and is deducted on a monthly basis. The illustration above is based on an average annual account balance of $10,000, calculated at 1/365 of the annual stated rate (0.50%) equalling $0.14 cents per day. The per day amount will vary and is unique to each participant based on their account balance when fee is deducted.