Financial Education Solutions for Plan Participants

This document is a guide detailing the financial education solutions offered by SmartPath for plan participants. It outlines how SmartPath can increase assets under management (AUM) by encouraging participant engagement, which is supported by studies showing that engaged participants contribute more than those who do not. The guide explains the benefits of outsourcing financial education, highlighting time savings and the ability to identify new clients through participant data. It describes the co-branded platform designed for consistent visibility and support for advisors, along with the elimination of administrative headaches as the client base grows. Additionally, the guide emphasizes the use of proprietary AI to provide personalized content to participants. The pricing model is clarified, indicating that charges typically occur per participant per year. Lastly, it addresses security concerns, mentioning SOC 2 Type II compliance and encryption practices for data protection.