Comprehensive Financial Education Solutions Overview

This document is a guide that outlines the comprehensive financial education solutions provided by SmartPath. It describes how SmartPath prioritizes employee wellness through a holistic benefits package that includes financial education. The guide details various offerings such as retirement benefits education, integrated resources for benefit participation, and classes designed to meet the needs of diverse learners. It emphasizes the importance of financial wellness in improving employee satisfaction and retention. Additionally, the document explains the pricing structure for SmartPath Learn and SmartPath Coach, highlighting the automated onboarding process and ongoing program management. It also mentions the provision of quarterly engagement reports to measure the impact of the financial education program on employees' financial health. Overall, the guide presents SmartPath as a leading provider of financial education solutions aimed at empowering employees towards financial independence.