Mission
- Our mission is to proactively engage plan participants to reduce their financial stress and help them lead happier and more prosperous lives.
- Help plan sponsors improve operational performance by addressing issues of low employee engagement, low productivity and to improve absenteeism and turnover rates.
- To help Human Resources personnel simplify their 401(k) workload responsibilities.
- To help improve plan sponsor profitability by reducing the indirect costs of financial stress and subsequently help boost a plan sponsor's company valuation.