For Benefits Brokers
Add More Value to the Benefits You Bring to Employers
Add Value Without Adding Work.
Support From a Registered Social Security Analyst®.
A Benefit You Can Offer Every Client.
Bring Social Security Into the Benefits Conversation
Benefits brokers already help employers build stronger benefits packages around health, retirement, insurance, and financial wellness.
Social Security is another major part of an employee’s financial future, but personalized planning is often missing from the resources employers provide.
Adding a Social Security planning benefit gives you another way to support employer clients while giving their employees and families a dedicated place to understand their options.
Give Employer Clients Something More to Offer
Social Security planning adds a new layer of value without asking employers to replace the programs they already have.
Complement Existing Benefits
Add personalized Social Security planning alongside retirement, financial wellness, and employee education programs already in place.
Strengthen Client Relationships
Bring employer clients another practical benefit that addresses questions employees are likely to face throughout life and retirement.
Give Employees a Dedicated Resource
Employees receive access to tools, education, and professional support instead of relying on HR or the broker for individualized Social Security questions.
Extend Value to Families
Eligible family members can use the program too, expanding the reach of the benefit beyond the employee alone.
What Employer Clients Can Offer
The program combines several resources into one Social Security planning experience.
Social Security Roadmap
Employees can build a personalized Social Security analysis based on their work history, family circumstances, retirement plans, and other relevant information. Roadmap helps them compare claiming scenarios, estimate monthly and lifetime benefits, and explore spouse, survivor, family, and other benefits that may apply.
Live Support From an RSSA®
Employees can connect with a Registered Social Security Analyst® when they want help understanding their analysis or comparing different options. RSSAs can answer questions, explain Roadmap results, and help employees better understand how different Social Security decisions may apply to their circumstances.
Live and Recorded Education
Webinars, educational resources, Q&A opportunities, and ongoing Social Security information help employees better understand their benefits and stay informed over time.
Family Access
Eligible family members can also use the program, giving employees a resource they can share with spouses, parents, children, and others who may have Social Security questions of their own.
Ongoing Access
Employees can return to Roadmap and update their analysis as work, income, family circumstances, health, or retirement plans change.
Useful Long Before Retirement
Social Security planning is not limited to deciding when to claim retirement benefits.
Marriage, divorce, disability, the loss of a spouse, dependent children, changes in work, and other life events may all affect the benefits available to an individual or family.
Providing access to ongoing Social Security planning gives employees somewhere to turn when those questions arise, even if retirement is still years away.
Easy for Employer Clients to Introduce
Once an employer group enrolls, we provide the tools and resources needed to make the program available to employees and families.
Each participating organization receives a dedicated access point along with communication materials that help explain the benefit and show employees how to get started.
Employees then work directly through the program using Social Security Roadmap, educational resources, and RSSA® support.
The employer does not need to build the program internally or ask HR to provide individualized Social Security guidance.
A Benefit You Can Bring to More Than One Client
For benefits brokers, the value extends beyond a single employer group.
Social Security planning can become another benefit you introduce across the employer relationships you already manage, giving clients access to a program designed to complement their existing retirement and financial wellness offerings.
The program provides the technology, education, communication resources, and professional support behind the experience so you can focus on bringing the opportunity to the organizations you serve.
Personal Information Stays With the Individual
Employees enter personal information directly into secure Social Security Roadmap software.
Employers and benefits brokers do not need to collect or manage information about an employee’s earnings history, marriage, divorce, dependents, disability, or other personal circumstances.
We do not ask employees to provide their Social Security number.
If an employee chooses to work directly with an RSSA®, that professional can access the information needed to review the Roadmap analysis and provide personalized guidance.
Social Security Complements the Benefits Already in Place
401(k)s, pensions, savings programs, and financial wellness resources help employees prepare financially for retirement.
Social Security planning adds another layer by helping employees understand how their benefits may fit alongside those resources and how different decisions may affect the retirement they are planning.
The program does not replace existing benefits. It gives employees another resource for understanding an important part of their financial future.
Give Employer Clients Another Reason to Start the Conversation
Ready to Offer This Benefit?
Enroll your organization to give employees and their families access to personalized Social Security planning tools, education, and support from a Registered Social Security Analyst® (RSSA®).