We ArchitectFinancial Clarity
Our proprietary analysis proves your 401(a) plan delivers superior benefits—turning your retirement offering into a powerful edge that empowers your workforce and transforms their financial future.
ROI for Employers
Direct impact on the bottom line
For a 100-person organization based on industry standard turnover rate and replacement costs as percent of annual salary
Employee Retention
Strengthen your bottom line and your culture
Directly impacts turnover costs and knowledge retention
Employee Satisfaction
Benefits clarity transforms experience
Employees understand and value their benefits
Complete financial intelligence platform
"I knew our plan was superior to Social Security, but it was WONDERFUL to have a third-party advisor review our individual plans and explain benefits about where we are, individually, in our retirement planning."
Non-Social Security Retirement Uncertainty Hurts Recruiting & Retention
When retirement benefits are unclear, both organizations and employees lose. Let's break down the real costs.
Employer Challenges
Employers face skepticism about their 401(a) plan vs. Social Security
Candidates need clear proof of comparable or better benefits
Potential hires may undervalue non-covered plans, making recruiting harder
HR teams waste countless hours on recruiting and retraining new candidates due to high turnover
Employee Concerns
Uncertainty creates anxiety about long-term financial security
Employees worry if they'll have enough for retirement
Employees remain unclear about real retirement value, leading to dissatisfaction
Difficulty comparing non-SS benefits to traditional Social Security
Our Solution Eliminates Uncertainty
Survey results prove our approach drastically reduces retirement confusion and anxiety, turning uncertainty into confidence.
From Data to Clarity: Your Complete Retirement Benefits Solution
We deliver robust, data-driven analysis proving that your 401(a) outperforms Social Security—with personalized insights for both employers and individual employees. Best of all, our algorithms do the heavy lifting, so the entire process takes just a few weeks with an extremely minimal time investment needed from your company.
Data Collection
We gather comprehensive data including:
- Salary & work history
- SS earnings records
- Investment portfolio data
Employer Analysis
HR teams receive:
- Aggregate benefits comparison
- Recruitment advantage data
- 401(a) vs SS visualization
Personalized Reports
Employees receive reports with:
- Personalized projections
- Intuitive visualizations
- After-tax monthly payments
Data-Driven Insights
Our sophisticated algorithms transform complex retirement data into clear monthly after-tax projections that provide lifetime clarity.
Employer & Employee Benefits
Our two-tier approach provides comprehensive employer-level analysis plus individualized insights for each employee.
Personal Guidance
Our one-on-one planning sessions help employees understand their specific situation and make confident retirement decisions.
Ready to Transform Retirement Plans & Personal Finances?
Join forward-thinking organizations already empowering their workforce with financial clarity.
99%
Of employees were very satisfied
99%
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