WorkPlay401(k) Advisor Documentation logo WorkPlay401(k) Advisor Documentation

WorkPlay401(k) is a financial wellness and participant engagement platform for financial advisors and their clients. With WorkPlay401(k) advisors deliver a full-featured web-based financial wellness platform to their 401(k) clients. Additionally the participant engagement platform (PEP) helps advisors track all participant interactions and correspondance while providing a wealth of participant content and reporting capabilities.

Features

Branding

The financial wellness portal, reports, and email courses all have your firm’s branding.

Metrics

Quantify the difference you make in plan reviews and proposals.

Content Library

Unlimited use of our library of participant reports, handouts, and personal finance courses.

CRM

Every participants’ financial wellness stats and past communications at your fingertips.

Reporting

Actionable reports to improve engagement, financial wellness, and to use in plan reviews.

Multilingual

All participant content available in both English and Spanish with more languages forthcoming.

Compliance

Capture all emails and make your compliance officer happy.

Contact us at support@workplay401k.com with any questions or feedback.