Empower Your
Retirement Education

A recent article by the National Association of Plan Advisors calls 401(k) education the biggest failure of adult education in history.

Many times, retirement education is a thinly veiled sales pitch or a once-a-year meeting that goes over the employees’ heads. Real behavior change is best taught by those who specialize in true education.

We can help!

With more than two decades of experience in down-to-earth financial education, we can give you the tools you need to provide effective, holistic retirement education.

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Retirement Education

ERISA attorneys have agreed that SmartDollar can be a permitted plan expense as a participant educational tool under ERISA. Many SmartDollar customers pay the cost of the program from plan assets.

Proven

We provide detailed, anonymous reporting so you can see the program’s impact on your business. The average person pays off $3,300 of debt and saves $5,000 in the first six months.

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Turnkey

We provide everything you need to promote SmartDollar to your clients and facilitate a smooth rollout for their employees.

Personalized

SmartDollar meets people where they are. We provide relevant information tailored to your employee’s personal financial needs.

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Sustained

Our program walks with people over time and features relevant tools and information for their current financial situation.

Scalable

Our online platform allows you to deliver this program to your participants and their spouses effectively no matter where they are located and what their work schedule might be. Plus, the program is accessible on any device.

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Unique

We give you the tools and reporting to differentiate yourself in the marketplace by providing something special: retirement education that really works.

See SmartDollar in action.

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You can't 'auto' broke people.

The industry has tried to encourage people to participate in their 401(k)s and increase their contributions, but it still isn’t getting to the root of the problem. Auto-enrollment and auto-escalation are great tools, but people still won’t invest 15% of their income in their retirement account if they don’t know where to find the money.

Pump up your face-to-face meetings.

In addition to bringing SmartDollar to your clients, we also provide content for your 401(k) meetings. You’ll get everything from talking points to video content and activities to help you create a well-rounded education experience without the legwork.

Let our platform elevate your business.

Dave Ramsey is America's trusted voice on money and business.

  • More than 2.5 million families have completed his program.
  • Thousands of businesses and one in three high schools now use his program.
  • His radio show is featured on more than 550 radio stations with more than 8.5 million listeners.
  • He has written 7 best-selling books including three #1 national best sellers. Together they have sold more than 10 million copies.

Want to hear more about how we can help?

Contact Us