For Associations
Give Members More Value With Personalized Social Security Support
A Benefit That Grows With Membership.
Support From a Registered Social Security Analyst®.
Value That Extends to the Whole Family.
Add a Practical Benefit Members Can Use
Associations are always looking for meaningful ways to support members beyond their core professional or industry resources.
Social Security planning gives members access to personalized tools, education, and professional guidance around an area that can affect retirement income, family finances, and important life decisions.
It adds another useful resource to your member benefits without requiring your association to build or manage the program internally.
Give Members Support Beyond the Workplace
Social Security questions are personal, and they are not limited to retirement.
Marriage, divorce, disability, the loss of a spouse, dependent children, changes in work, and retirement can all affect the benefits available to an individual or family.
Providing access to Social Security planning gives members somewhere to turn when those questions arise.
What Members and Their Families Receive
The program combines personalized technology, professional support, and ongoing education into one Social Security planning experience.
Social Security Roadmap
Members 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®
Members can connect with a Registered Social Security Analyst® when they want help understanding their analysis, comparing options, or making sense of how Social Security applies to their situation.
Live and Recorded Education
Webinars, educational resources, Q&A opportunities, and ongoing Social Security information give members additional ways to learn and stay informed.
Family Access
Eligible family members can also use the program, extending the value of the benefit to spouses, parents, children, and others who may have Social Security questions of their own.
Ongoing Access
Members can return to Roadmap and update their analysis as work, income, family circumstances, health, or retirement plans change.
Extend the Value Beyond the Individual Member
For some members, Social Security may not feel like an immediate priority.
Their parents, spouses, or other eligible family members may already be facing retirement, disability, survivor, or other Social Security decisions.
Family access gives members something useful they can share with the people closest to them, broadening the value of the program across the household.
Strengthen Your Member Benefits
A Social Security planning program gives your association another way to provide practical, personal value to members.
It can complement existing education, financial wellness, retirement, and professional resources while adding a benefit members can use for themselves and their families.
The program is designed to fit alongside what your association already provides rather than replace it.
Easy to Make Available to Members
Once your association participates, we provide the tools and resources needed to introduce the program.
Members receive access through a dedicated program link along with communication materials, educational content, and resources that explain what is included and how to get started.
From there, members use Social Security Roadmap, educational resources, and RSSA® support directly through the program.
Personal Information Remains Private
Members enter personal information directly into secure Social Security Roadmap software.
The association does not need to collect or manage information about earnings history, marriage, divorce, dependents, disability, retirement plans, or other personal circumstances.
We do not ask members to provide their Social Security number.
If a member chooses to work directly with an RSSA®, that professional can access the information needed to review the Roadmap analysis and provide personalized guidance.
A Benefit Members Can Return to Over Time
Social Security planning is not limited to a single decision or one stage of life.
Members can update their Roadmap analysis as their work, family circumstances, health, or retirement plans change and continue using the educational and professional resources available to them.
That gives your association a benefit members can use now, revisit later, and share with eligible family members.
Add More Lasting Value to Your Membership
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®).