rograms already in place.
Once an employer group enrolls, we provide the access, communication tools, educational resources, technology, and professional support needed to make the benefit available without asking HR or the broker to manage the details.
Choose How You’ll Offer the Benefit
Employers can enroll their organization directly and make the benefit available to employees and eligible family members.
Benefits brokers can introduce the program to employer clients as another resource within their benefits offering, giving those organizations a way to provide personalized Social Security planning without building or managing the program themselves.
Pricing is based on the size of the participating employer group.
Once enrolled, each organization receives a unique program link and dedicated access page where employees and their families can learn about the benefit, register, and begin using the available resources.
This unique access point also helps connect participants with the appropriate RSSA® or RSSA® team supporting their organization.
Introduce the Benefit to Employees
Participating employer groups receive communication materials, an introduction email template, and a unique program URL that makes it easy to explain the benefit and show employees where to get started.
Online educational content, webinars, program materials, and other resources provide the more detailed explanation, so HR teams and benefits brokers do not need to teach employees how Social Security planning works.
Employees Begin With RSSA Roadmap®
RSSA Roadmap® provides the technology behind the personalized planning experience.
Employees can enter information about their earnings history, family circumstances, retirement plans, and other relevant details to build an analysis based on their individual situation.
Roadmap helps move the experience beyond general Social Security education by showing how different benefits, claiming options, and life circumstances may apply to the employee and their family.
Live Support From an RSSA®
Employees can use RSSA Roadmap® and the available educational resources independently, but professional support is also included when they want it.
A Registered Social Security Analyst® can review the information entered into Roadmap, explain the analysis, answer questions, compare options, and help the employee better understand the decisions in front of them.
Employees can reach out for support without adding another responsibility to HR or requiring the benefits broker to answer individualized Social Security questions.
Personal Information Remains Secure
Personalized Social Security planning can involve information about earnings, marriage, divorce, dependents, disability, retirement plans, and other financial or family circumstances.
Employees enter this information directly into secure RSSA Roadmap® software. We do not ask employees to provide their Social Security number.
Their personal planning information is not shared with the employer or made available to other employees.
If someone chooses to work directly with an RSSA®, that professional can access the information needed to review the Roadmap analysis and provide personalized guidance.
The Benefit Extends to Families
Social Security questions often involve more than the employee alone.
Eligible family members can also use the program, whether they are preparing for retirement, dealing with a life change, or trying to better understand how Social Security applies to their own situation.
This can be especially valuable for younger employees who may not need Social Security planning themselves yet but have parents or other family members facing important decisions.
Ongoing Education and Access
Social Security planning is not limited to a single analysis or one point in time.
Employees can return to Roadmap when their work, income, family circumstances, health, or retirement plans change and update the information used in their analysis.
Live and recorded webinars, educational resources, Q&A opportunities, and ongoing Social Security information give employees additional ways to learn and stay informed over time.
This makes the program useful throughout different stages of life, not only when retirement is approaching.
See Social Security as Part of the Bigger Retirement Picture
Social Security can represent a significant portion of retirement income, yet it is often considered separately from 401(k)s, pensions, savings, investments, and other retirement resources.
This benefit helps employees see how Social Security fits alongside those resources.
RSSA Roadmap® can account for broader financial and retirement circumstances as part of the analysis, while personalized guidance helps employees understand how different Social Security decisions may fit into the retirement they are planning.
The program does not replace the benefits already in place. It adds another layer of personalized support around an important part of retirement income.
A Benefit Brokers Can Bring to Employer Clients
For benefits brokers, Social Security planning provides another way to add value to the employer relationships they already have.
The program can be introduced alongside existing retirement, financial wellness, and employee benefit offerings without replacing those programs or creating another service the broker has to manage internally.
Employer clients gain a dedicated Social Security resource for employees and families, while the program provides the technology, education, communication tools, and professional support behind it.
A Benefit Employees Can Continue to Use
Employees can begin using the program long before retirement, return to their analysis as life changes, and continue learning through the resources available to them.
They can also extend that value to eligible family members who may have more immediate Social Security questions.
For employers and benefits brokers, that means offering a benefit with value that can continue well beyond a single enrollment period or retirement decision.
