Provide Lifetime Value With Personalized Social Security Support
Personalized Guidance for Life and Retirement.
Support From a Registered Social Security Analyst®.
Education That Adapts as Life Changes.
Built for Organizations That Support Employees and Families
The program can be offered through organizations of different sizes and structures, with messaging and implementation tailored to the people they serve.
Employers
Add personalized Social Security support to your benefits package and give employees a dedicated resource without asking HR to provide individualized guidance.
Learn MoreBenefits Brokers
Bring employer clients a Social Security benefit that complements the retirement and financial wellness programs they already offer.
Learn MorePEOs
Add a scalable Social Security planning benefit across the smaller employers and workforces you support.
Learn MoreAssociations
Give members access to a practical benefit that extends beyond the individual and can provide value to their families as well.
Learn MoreUnions
Offer members and their families access to Social Security education, personalized analysis, and professional support throughout different stages of life.
Learn MoreSocial Security Is Already Part of the Retirement Picture
Employees may have access to several retirement resources, but personalized Social Security planning is often left out of the conversation.
Already Part of the Package
- 401(k)s and pensions
- Financial wellness programs
- Other retirement resources
Often Missing
Personalized Social Security planning
We give organizations a way to close that gap by providing access to dedicated Social Security tools, education, and professional support.
What the Program Includes
The program brings together technology, professional support, and ongoing education so the people you serve have more than a one-time estimate.
Personalized Technology
Social Security Roadmap helps users build a Social Security analysis based on their work history, family circumstances, and plans.
Live Professional Support
Participants can connect with a Registered Social Security Analyst® (RSSA®) for help understanding their information, options, and decisions.
Family Access
Eligible family members can use the program too, extending the value beyond the employee or member.
Education and Webinars
Live and recorded webinars, educational resources, and Social Security information help participants understand their benefits and stay informed.
Support That Changes With Life
The program remains useful as work, income, family circumstances, disability, divorce, survivor needs, and retirement plans change.
More Than a Retirement-Age Benefit
Social Security can become relevant at many different points in life, not just at retirement. Marriage, divorce, disability, the loss of a spouse, dependent children, changes in work, and retirement planning can all affect the benefits available to an individual or family.
Giving people access to Social Security planning means they have somewhere to turn when those questions arise.
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®).