Plan sponsor support

Making business easier

Delivering financial wellness in the workplace helps lead to tangible results – including greater employee loyalty, productivity, satisfaction and engagement.1 Choosing the right provider—one whose team puts the needs of you and your organization first—to support your employees, can make life easier for you and your colleagues. We are proud to have been recognized as setting the bar for best-in-class plan sponsor engagement.2 We can help give you confidence that your chosen solution is a strong value for your organization — one that can help ease your administrative burden and provide the attention and support your employees need.


Committed to your success

We work with you every step of the way to help you meet your company's goals. From big picture strategy to the finer details, we provide dedicated service and comprehensive support. We also share comprehensive insights to help foster greater understanding of the diverse needs of your workforce to help create meaningful experiences.


Dedicated team

Our passionate team is an extension of your team. We provide the support and services needed, so you can focus on your people.


Strategic planning

We stay focused on what matters, helping you advance your strategic goals by understanding your needs by tailoring a program for your company.


Support tools

We use robust reporting and tracking tools to help you keep your plan on track and make your jobs easier.



Lean on our experience to manage your transition seamlessly while minimizing business disruption.


Mergers and acquisitions

Across every stage of your merger and acquisition, look to us to provide design and delivery competitiveness, cost and risk management, and guidance.


Open architecture

Conflict-free investment options that lead with your best interest.



We constantly assess and evolve our information security program, test our response capabilities and validate the effectiveness of our controls.


Thought leadership

Benefit from our deep insights and industry-leading partnerships to understand key trends, plan design strategies, and best practices.


Purposeful innovation

We continually implement innovative solutions to engage your employees, help them understand the value of their benefits and give them more of what they need to take action to pursue their financial goals.



Streamlined and secure digital capabilities simplify how employees navigate and manage their financial lives online.



Education and guidance that’s personal and actionable helps your employees take their next steps towards financial wellness.



New tools and solutions that deliver expanded capabilities to help streamline administration and drive plan health.


 close More than 8 in 10 employers agree that financial wellness programs result in: Greater employee productivity More engaged employees More satisfied employees More loyal employees Source: 2021 Bank of America Workplace Benefits Report.

Promoting financial wellness: A guide for employers

A strong financial wellness program helps employers build a thriving, productive workforce. This white paper provides a roadmap for launching, revamping or overhauling a comprehensive financial wellness program.

Connect with a team member today.

Find out how we can help support you to make the right decisions for your organization.

1Workplace Benefits Report, Bank of America, 2020.

2Cogent Syndicated 2021 Retirement Planscape® study: Target figures are obtained by analyzing the data from recent 401(k) plan sponsor Form 5500 filings as maintained by ALM’s Judy Diamond Associates. The survey has a maximum sampling error of + 2.57 percentage points at the 95% confidence level. From February 17 to March 24, 2021, Cogent conducted an online survey of 1,453 401(k) plan sponsors. Plan sponsors were asked to specify which types of contact they had with each plan provider they were aware of within the past six months from a list of 13 different types of plan sponsor engagement. Plan sponsors from different segments included Micro (managing less than $5 million in assets), Small-Mid ($5 million to less than $100 million) and Large-Mega ($100 million or more in assets). Plan sponsor survey participants were required to have shared or sole responsibility for plan design, administration or selection and evaluation of plan providers, or for evaluating and/or selecting investment managers/investment options for 401(k) plans. These rankings or ratings are not indicative of any future performance or investment outcome, and may not be representative of all client experiences because they reflect an average or sampling of the client experiences.

3For the year ending 2021, DALBAR, Inc. examined defined contribution (DC) statements from 31 financial service providers, and total retirement (TR) statements from 5 financial service providers. Statements are scored on a 100-point scale in criteria grouped into four broad categories: Calculated to be Understood (Statement Clarity), Primary Content and Secondary Content (Statement Content), and Design and Statement Formats (Statement Design). Statements that earn 80-100 points are designated “excellent.” Statements that earn 70-79 points are designated “very good.” The DC statement earned a score of 90.90, the highest awarded in its category. The TR statement earned a score of 88.05, the highest awarded in its category. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.