Insight + Strategy + Execution = ROI
Purpose Driven Plans measurably improves plan efficiency, fiduciary readiness and benefit adoption through our plan design and ongoing employee education programs that “motivate thru education” (“moticates”) employees to engage in your benefit programs.
Our continuous programs of engagement help raise employee benefit literacy which:
- Lowers operating costs
- Improves retirement readiness
- Increase the adoption of advantageous employee health and financial wellness programs
These programs provide the employer with valuable insight to the needs and interest of the employee base; which aids in refining training, engagement and benefit program design.
Purpose Built Plans makes business sense:
Purpose Built Plans brings to your firm – for pennies on the dollar – the same level of technology, expertise, process and analytics that are being used by the largest companies in the world to optimize their plan results.
Our unique structure allows us to focus on the entire range of issues from increasing employee engagement, improving benefit economics to plan design.
We work independently or in tandem with your existing plan advisory team or financial wellness team.