This sophisticated wealth planning tool shows your participants their full financial picture. It takes into account specific goals, investment strategy, risk tolerance, spending and saving rates, and displays the probability of achieving those goals.*

Legal events can happen throughout your life, and these oftentimes require time and money to resolve them. ARAG’s Legal Now® empowers you to plan for the future through tailored legal advice and convenient estate planning document creation.

EverSafe seeks to shield participants and their loved ones from financial fraud through a proprietary algorithm that monitors accounts for unusual activity. Alerts are sent to participants and anyone they designate as a trusted advocate. They can also protect loved ones by serving as their trusted advocate. And if any issues are detected, EverSafe helps manage the resolution process and create a recovery plan

Simplify the Medicare journey with Chapter, a trusted resource offering free, personalized support from licensed advisors. Chapter helps individuals compare all 24,000+ Medicare plans to find the most cost-effective option while ensuring coverage aligns with their preferred providers, doctors and medications. They also assist with pre-Medicare and under-65 health insurance (powered by Stride Health) across all 50 states, making it easier to make informed healthcare decisions at every stage.

Help participants plan for the greatest financial factors in retirement – housing and healthcare – with Broadspire Care Management. One of their dedicated care experts can make in-home assessments, recommend and facilitate strategies for aging in place and help address additional care needs, from minor home modifications to finding the best memory care facility.

A concierge health service, PinnacleCare maintains relationships with top-ranked medical centers across the country and works with your participants to source the best treatment options, schedule appointments, seek second opinions from trusted specialists and more.

Caregiving comes in many forms and often brings unexpected challenges that can affect your time, finances and emotional well-being. Cariloop works with you to provide personalized guidance, expert support and digital tools to help you navigate care decisions with confidence. Whether you’re caring for a child, an aging parent or someone in between, Cariloop helps make the journey more manageable and less stressful.

A meaningful legacy includes organizing and sharing critical information with loved ones – and that’s where Everplans can help. Through its step-by-step process, Everplans enables participants to organize important documents – from wills and end-of-life wishes to their favorite family recipes – in a secure online database, which can be shared with trusted family and friends.