For Unions
Give Members More Support for Social Security Decisions
Support for Every Stage of Membership.
Support From a Registered Social Security Analyst®.
A Benefit That Extends to the Family.
Add Meaningful Value to Your Member Benefits
Union members may already have access to retirement plans, pensions, educational resources, and other forms of support.
Social Security planning adds another layer by helping members better understand the benefits available to them and how different work, family, and life circumstances may affect their options.
It gives members a dedicated place to turn for personalized Social Security information without asking union staff to answer individualized questions.
A Benefit Members Can Use Throughout Life
Social Security is not only a retirement-age issue.
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 ongoing access to Social Security planning gives members a resource they can use when those questions arise, even if retirement is still years away.
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 Member
For some members, Social Security may not feel like an immediate priority.
Their parents, spouses, or other eligible family members may be facing retirement, disability, survivor, or other Social Security decisions right now.
Family access gives members a resource they can share with the people closest to them, making the program useful even before they need it personally.
Complement Existing Retirement Benefits
Pensions, retirement accounts, savings, and other union benefits help members prepare financially for the future.
Social Security planning helps members understand how their benefits may fit alongside those resources and how different decisions may affect the retirement income available to them.
The program is designed to complement the support already available through the union, not replace it.
Give Members a Dedicated Resource
Social Security rules can become complicated when work history, marriage, divorce, disability, survivors, dependents, and other circumstances are involved.
Members do not need to bring those individualized questions to union representatives or benefits staff.
Through Social Security Roadmap, educational resources, and access to an RSSA®, they have a dedicated place to explore their situation and get additional support when they need it.
Personal Information Remains Private
Members enter personal information directly into secure Social Security Roadmap software.
The union 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.
Easy to Introduce to Members
Once a participating group is enrolled, we provide the resources needed to make the program available to members and their families.
A dedicated access point, communication materials, educational content, and program resources help explain what is included and show members how to get started.
Members then use the tools, education, and professional support directly through the program.
Give Members a Benefit With Lasting Value
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®).