Develop a real-life action plan to move your workforce toward a financially sound retirement
The 401k Shop has partnered with WellCents to provide you with additional financial wellness education, awareness, and access to licensed financial advisors.
Take the Next Step!
If you’re in need of personalized assistance and support, look no further. Simply fill out our form, and one of our representatives will be in touch with you. We understand the importance of providing the help and support you’re looking for, and we’re here to assist you every step of the way!
Our partnership program offers:
- Incorporate a mobile app with advisor delivered group and one-on-one education.
- Proactive engagement via emails, texts and on-site materials, and more!
- Assessments, interesting reads, schedule exploratory and follow-up sessions + action plans are included in the app.
- Get access to WellCents™ Score benchmarks employee behaviors and tracks progress.
- Employer reporting provide insights into your workforce’s challenges and measures overall financial wellness.
Worksite Financial Wellness
Address near-term financial challenges so employees
can make better long-term financial decisions.
Our partnership with WellCents is here to tell your employees that they CAN achieve their retirement goals and it’s NEVER too early or too late to start.
Financial Wellness Assessment
This brief survey will provide your employees with a financial wellness score and a customized action plan.
One-on-One Meetings
Our advisors are available to discuss financial needs and goals, even beyond the sponsored retirement plan.
Group Education Workshops
Based on employee and peer assessment data, we will hold tailored education workshops.
Extensive Resource Center
Provides your employees with further resources on a variety of financial planning topics.
Growth-Oriented
Get on track to empower happy, healthy and appreciative employees and help retain key talent with WellCents and the 401k Shop.
Hassle-free
Partnering with an existing financial wellness service provider is a convenient, hassle-free way to ensure you can focus 100% on your business.
Ready to get started?
Our mission is to positively influence the retirement outcomes of employees across the United States using our tools and expertise. Feel free to give us a call or fill out our online form.