Scale Across Every Client You Serve.
Support From a Registered Social Security Analyst®.
One Program. Every Employer Group.
Bring Social Security Into Your Benefits Offering
PEOs already help smaller and mid-sized employers provide benefits, HR support, retirement resources, and other services that may be difficult to manage on their own.
Social Security planning adds another layer of support by giving employees and families access to personalized tools, education, and professional guidance around an important part of their financial future.
For the employers you support, it is another meaningful benefit they can offer without having to build the program internally.
Give Employer Clients More to Offer
Social Security planning can strengthen the value of the benefits and services already available through your PEO.
Expand Your Benefits Offering
Add personalized Social Security planning alongside retirement, financial wellness, and employee education resources already in place.
Create More Value for Employer Clients
Give smaller employers access to a benefit they may not have the resources or expertise to provide on their own.
Give Employees a Dedicated Resource
Employees have somewhere to turn for Social Security questions without relying on the employer, HR team, or PEO for individualized guidance.
Extend the Benefit to Families
Eligible family members can also use the program, increasing the value of the benefit beyond the employee alone.
What Employees and Families Receive
The program combines personalized technology, professional support, and ongoing education 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, comparing options, or making sense of how Social Security applies to their individual circumstances.
Live and Recorded Education
Webinars, educational resources, Q&A opportunities, and ongoing Social Security information give employees additional ways to learn and stay informed.
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 at Different Stages of Life
Social Security planning is not limited to employees approaching retirement.
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.
Giving employees ongoing access to Social Security planning means the benefit can remain useful throughout different stages of life.
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 explain the benefit and show employees how to get started.
Employees then use Social Security Roadmap, educational resources, and RSSA® support directly through the program.
The employer does not need to develop its own Social Security resources or ask internal staff to answer individualized questions.
A Benefit That Can Scale Across Your Client Base
For a PEO, the value of the program extends beyond one employer.
Social Security planning can be introduced across multiple employer groups, giving smaller organizations access to the same technology, education, and professional support without each company having to create its own program.
That gives your PEO another benefit to bring to current and prospective clients while keeping the employee experience consistent across participating groups.
Personal Information Remains Private
Employees enter their personal information directly into secure Social Security Roadmap software.
Employers and the PEO do not need to collect or manage information about earnings history, marriage, divorce, dependents, disability, retirement plans, 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.
Complement the Benefits Already in Place
Social Security planning is designed to work alongside the retirement and financial wellness programs employers already provide.
401(k)s, pensions, savings programs, and other resources help employees prepare financially for retirement. Social Security planning gives them a clearer way to understand how their benefits may fit into that broader picture.
It adds another layer of support without replacing the programs already available through the employer or PEO.
Add Another Valuable Benefit to Your PEO Offering
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®).