With WorkPlay401(k) you deliver to your clients:
Every participant gets a full financial plan which includes:
WorkPlay401(k) provides a web-based financial portal for 401(k) plan participants. We provide you a link to send to participants. They will open the link and with a simple series of questions the participant will have a personalized financial plan with scheduled emails that will keep them on budget and making progress towards their financial goals.
When you meet with them, or when they call, they will already have a financial plan they can share with you and they will be able to ask better questions. And you will be able to deliver a higher level of service.
Unlike other financial wellness platforms, WorkPlay401(k) was built by 401(k) industry veterans. We know what features are important to you and your business.
The financial wellness portal, reports, and email courses all have your firm's branding.
Quantify the difference you make in plan reviews and proposals.
Unlimited use of our library of participant reports, handouts, and personal finance courses.
Every participants' financial wellness stats and past communications at your fingertips.
Actionable reports to improve engagement, financial wellness, and to use in plan reviews.
All participant content available in both English and Spanish with more languages forthcoming.
Scale your participant support with integrations with Zendesk, Intercom, and Olark.
Capture all emails and make your compliance officer happy.