What is GoalPath Financial Wellness?
GoalPath Financial Wellness is a holistic suite of financial planning and asset allocation tools, materials, reports and resources designed to help participants achieve their unique target retirement income goal which in turn benefits the employer.
GoalPath is offered to plans through the plan’s current retirement plan advisor. No need to vet a new provider or add costs and confusion.
Wellness Experience for Advisors
Wellness Experience for Participants
Tailored Financial Wellness Features
The GoalPath Advisor experience is what advisors see upon logging into what is essentially, their participant management system. Here, advisors can manage their book of business simply, effectively, and scalably, to the highest standards of compliance.
GoalPath has the context required to set up personalized approaches and goals. Empowered with these tools, you can easily build tailored plans that actually work for plan participants.
Financial wellness and the power of technology encourage transparency, progress, and meaningful change.
- User Friendly Interface
- Proprietary Advice Engine
- Account Aggregation
- Budgeting & Cashflow Tools
- User Specific Engagment & Action Items
employees concerned with not being able to retire on time
workers spending 3 or more hours per week dealing with financial issues at work
days financially stressed employees are absent annually on average
likeliness of financially stressed employees to see a delayed retirement