Workplace Financial Planning & Group Education

Give employees the best chance for a strong financial future

It is essential for employees to have a wide array of resources at their disposal that delivers essential plan information and provide solutions.

Accelerate Retirement will provide you with:

Group Employee Education

A robust suite of educational offerings that include in-person and virtual education designed to empower employees to understand the retirement plan and encourage participation and savings

Workplace Financial Planning

Comprehensive financial wellness programs that focus on the big picture — budgeting, purchasing a home, managing student loans, managing credit card debt, life insurance, estate planning, and more
Financial education built into the employee engagement process

A magnifying glass highlighting a checklist of retirement plan benefits and financial perks.

Participant Corner: Six Retirement Plan Benefits You Might Not Know About

When you think of the benefits of your retirement plan, tax-deferred savings and matching contributions are probably top of mind. But there’s more to your workplace retirement plan than meets the eye. Beyond the basics, retirement plans can come with … Read More

Fixing a leaky pipe to represent stopping 401(k) leakage and preserving retirement savings.

Auto Portability | Helping Reduce 401(k) Leakage After Job Changes

The Problem: Cash Out Leakage and Lost Accounts American workers now hold an average of more than 12 jobs over the course of their careers. During job changes, many end up cashing out small 401(k) balances and not rolling them … Read More

Financial advisor meeting with a younger participant to review retirement plan documents and drive confidence.

Advisor Support is Key to Driving Confidence and Outcomes Among Younger Participants

Access to an advisor tends to improve retirement confidence, according to a recent survey by the Employee Benefit Research Institute (EBRI). The Retirement Confidence Survey found that 83% of workers with advisory access feel confident about retirement readiness, compared with … Read More