Enhance Your 401(k) Plan With New Features That Create Financial Wellbeing For All Your Employees.
Reduce financial stress and increase financial security for every employee with a step-by-step plan that automatically helps them save based on their personal needs.
With GuidePlan, Your Employees Can Automatically…
Cover unplanned expenses
When Employees Struggle, So Do Businesses.
When employees face financial stress, it hurts your business. Do any of these problems sound familiar?
- Employees turn to their 401k for loans or hardship withdrawals
- Employees ask HR for paycheck advances or loans
- Employees call in sick at the last minute to fix avoidable issues with unexpected expenses
- Employees with untreated health issues have higher healthcare costs
- Employees who struggle with living expenses leave for new jobs with marginally higher pay and support
The Majority of Employees Will Never Take Advantage of Your Financial Wellness Program
It’s not because they don’t need help, it’s because they are ALICE
70% of American Households are Struggling Financially
The Average American Has Just
$400 In Savings.
Your Business And Your Employees Deserve To Succeed.
Get A Modern Financial Wellness Solution That Automates Your Employees’ Financial Success.
Unplanned Hardships
Getting Started With GuidePlan Is Easy
1. Schedule a demo
2. Get your customized GuidePlan proposal
3. Sign up and help your employees succeed
Why Choose GuidePlan?
GuidePlan is a modern financial wellness program that puts your employees on the path to financial security by automatically allocating their plan contributions to the right goal. GuidePlan helps everyone create an emergency fund, eliminate debt, build savings, and meet their retirement goals.
Your employees no longer have to feel guilty about not participating because they are focused on other financial goals besides retirement. GuidePlan makes it easy, automated, and incentivized for all employees to take their next steps toward financial well-being regardless of where they are in their financial journey.
Make It Right
Make It Easy
Make It Personal
Easy
Everyone is Auto-Enrolled and Auto-Escalated
Personal
Personalized to the Needs of Each Employee
Smart
Let our software customize a smart, step by step plan.
Automated
Payroll Automates the
Plan
Incentivized
Ability to easily match at each stage of the plan
Mobile
Delivered directly to employees mobile phone
Create Financial Security For Every Employee.
We understand that when your people succeed, so does your business. That’s why, for the past 20 years, we’ve helped hundreds of employers create financial security for their employees through innovative solutions built to address their needs at the source.
Simplify Enrollment And Offer Modern Benefits With An Automated Financial Wellness Plan.
Traditional savings plans are disconnected from 401(k) plans, which leads to a terrible user experience for participants. GuidePlan’s modern plans integrate the best mobile banking and savings with your 401(k) plan to cut out the fluff and guarantee a fluid, personalized experience for every user, rooted in their real-life financial needs.
What You Get With GuidePlan
GuidePlan’s intelligent 401(k) plans provide a single workplace benefit that meets the needs of all employees regardless of where they are on their financial journey. With GuidePlan, you no longer have to hope that people will attend your webinars or watch your video content. All participants receive a personalized plan that inspires and encourages them to take their next step.
Features
With GuidePlan
Without GuidePlan
What You Get With GuidePlan
GuidePlan’s intelligent 401(k) plans provide a single workplace benefit that meets the needs of all employees regardless of where they are on their financial journey. With GuidePlan, you no longer have to hope that people will attend your webinars or watch your video content. All participants will have a personalized plan that inspires and encourages them to take their next step.
With GuidePlan
401(k) Plan
Auto-Enroll
Auto-Escalate
Traditional & Roth Retirement Savings
Modern Secure 2.0 Plan Design
Tax Free Hardship Withdrawals
Access to Payday Alternative Loans
Student Loan Repayment with Match
Debt Management Programs
Access To Affordable Credit & Loan Products
Ability to Save For Major Life Events
Personalized Video Coaching & Content
Smart Videos Delivered By Phone Or Email
Turnkey Solution to Financial Wellbeing for All
Without GuidePlan
401(k) Plan
Auto-Enroll
Auto-Escalate
Traditional & Roth Retirement Savings
Modern Secure 2.0 Plan Design
Tax Free Hardship Withdrawals
Access to Payday Alternative Loans
Student Loan Repayment with Match
Debt Management Programs
Access To Affordable Credit & Loan Products
Ability to Save For Major Life Events
Personalized Video Coaching & Content
Smart Videos Delivered By Phone Or Email
Turnkey Solution to Financial Wellbeing for All
Schedule A Live Demo To See How It Works
If this sounds like something you would be interested in learning more about adding to your retirement plans, the best next step is to schedule a quick demo with our team to go over the product and answer any questions you might have.
Click below to schedule a live demo of GuidePlan.