Be The Hero That Brings Financial Wellbeing To All Participants
With GuidePlan’s automated financial wellness programs, you can provide a single workplace benefit that simplifies savings and places financial security within reach for all of your plan participants.
With GuidePlan, Your Participants Can Automatically…
Cover unplanned expenses
The Majority of Participants 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.
Everyone Deserves Financial Wellbeing
Place Financial Security Within Reach For All With GuidePlan’s Automated Financial Wellness Programs.
GuidePlan offers easy, automated, and incentivized financial wellness plans that integrate with 401(k) plans to move their money like a financial planner. Each plan sets participants on a personalized path toward financial well-being by automatically allocating money where they need it most.
Get A Modern Financial Wellness Solution That Automates Your Participants Financial Success.
GuidePlan offers an easy-to-use upgrade to your existing 401(k) plan that automatically moves your participants contributions to where it’s needed most. With the changes in 401(k) laws under the Secure Act 2.0, we can now design plans with features that help all your employees regardless of where they are in their financial journey. It’s like a personal coach that guides them toward financial well-being step by step.
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
Offer A Financial Wellness Program That Actually Works
We understand that you want to bring financial well-being to all. That’s why, for the past 20 years, we’ve helped hundreds of retirement advisors put financial security within everyone’s reach by providing innovative solutions built to address each participant’s financial needs at the source.
The Only Emergency Savings Plan That Gives You Money Back
Until now, it hasn’t been possible for retirement advisors to make money by selling emergency savings plans. With GuidePlan, you can now.
- Receive tailored marketing materials to simplify and strengthen your pitch
- Earn AUM on employer matches and contributions
- Collect referral commissions when employees adopt credit union products
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.
The way it works is that GuidePlan partners with 401(k) Record Keepers to provide an enhanced product and value proposition to your employees.
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
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.
The way it works is that GuidePlan partners with 401(k) Record Keepers to provide an enhanced product and value proposition to your employees.