Here Are The Facts
What is GoPlan Groups
What is GoPlan Groups
GoPlan Groups offers a combination of services that address the financial needs of all ages.
GoPlan Groups offers a combination of services that address the financial needs of all ages.
What Makes Us Different
What Makes Us Different
You Won't Break The Bank
GoPlan Groups could cost as little as a cup of coffee per employee, per month.
You Won’t Break The Bank
GoPlan Groups could cost as little as a cup of coffee per employee, per month.
We Know You're Busy
So let us do the work for you.
We’ll manage and oversee the entire onboarding process which includes an employee engagement schedule for the duration of your benefit. Why do we do it? Because it works — and we want your employees to have a seamless experience with their new financial wellness benefit.
How will you know if it works?
Because we’ll be in touch. You’ll receive quarterly reports documenting your employees engagement on our site. You’ll know what resources they’re utilizing and what topics they’re interested in. Our custom reporting lets you judge for yourself just how worthwhile our benefit is.
We Know You’re Busy
So let us do the work for you.
We’ll manage and oversee the entire onboarding process which includes an employee engagement schedule for the duration of your benefit. Why do we do it? Because it works — and we want your employees to have a seamless experience with their new financial wellness benefit.
How will you know if it works?
Because we’ll be in touch. You’ll receive quarterly reports documenting your employees engagement on our site. You’ll know what resources they’re utilizing and what topics they’re interested in. Our custom reporting lets you judge for yourself just how worthwhile our benefit is.
Profiling For Your Employees
Since your employees could be at different stages in their lives, we’ve created a profile tool to recommend content, courses and service companies specific to them and their needs. The very first step for your employees is to complete their online profile to get their personalized GoPlan Guide.
In the end, we'll save you money.
More Advantages For You
Financial Wellness benefits have been proven to:
DECREASE EMPLOYEE TURNAROUND
RECRUIT TOP TALENT
GAIN A COMPETITIVE EDGE
In the end, we'll save you money.
More Advantages For You
Financial Wellness benefits have been proven to:
DECREASE EMPLOYEE TURNAROUND
RECRUIT TOP TALENT
GAIN A COMPETITIVE EDGE
In Conclusion
GoPlan 101 is not just:
A 401K Plan
An Investment Platform
A Marketing Strategy
We believe a true Financial Wellness Benefit should cover all aspects of an employee’s financial life. This is why GOPLAN GROUPS covers everything from budgeting and taxes all the way to retirement planning and long-term care.
We are a FULLY comprehensive benefit with online and offline resources to better assist your employees on their journey to financial wellness.