We are participation builders 
Purpose Driven Plans core value proposition is focused on helping organizations design – and realize the value – of their employee benefit programs by growing participation.
Our continuous engagement, bundled with live support, “moticates” (motivate / educate) your employees to drive participation so the intended value of your plan is realized.
We work with organizations to implement continual education and engagement programs so as your employees transition through life’s changes, they are aware of how the programs employers put in place can help them.
Purpose Driven Plans and its “data driven” processes, multiple engagement options and full-service approach help organizations address all of these goals in a measurable and consistent manner over time.
How We Help 
Purpose Driven Plans works with employers to help their employees participate in effective retirement plans, but also ensures their success by improving employee adoption of financial wellness practices.
This proactive approach helps motivate employees to achieve greater retirement success while resulting in benefits that contributes to the success of your organization.
Purpose Driven Plans helps realize your plan success goals and gain fiduciary confidence through our Purpose Driven Success (PDS) Methodology. The PDS methodology has four iterative pillars of execution:
- Success Planning
- Adaptive Guidance
- Process Participation
- Business Reviews
Our Purpose Driven Insights (PDI) process to help business leaders quickly assess their situation (compared to best practices) and determine which actions (if any) are most prudent and beneficial.