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.

View Engagement Guide

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.

View Example Report

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.

Another Differentiator

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.

View Example Guide

Profile Tool

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.

Profile Tool

In the end, we'll save you money.

The slider below estimates how much your employee’s financial stress costs you.

Employees bring their problems to work with them. That costs you money.

GoPlan Groups limits financial stressors in your employees lives though financial coaching, education, planning, and implementation. When your employees aren’t stressed, they are in a better position to put their energy and focus on work, stay productive, and stay engaged.

This saves 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.

The slider below estimates how much your employee’s financial stress costs you.

Employees bring their problems to work with them. That costs you money.

GoPlan Groups limits financial stressors in your employees lives though financial coaching, education, planning, and implementation. When your employees aren’t stressed, they are in a better position to put their energy and focus on work, stay productive, and stay engaged.

This saves 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.

Request A Demo