Give your employees the personalized help they want.
Simply add us to your existing Guideline plan and give your employees access to
Financial independence
Personalized education and advice
Retirement income solutions
and so much more
The annual stated rate for our service is 0.50%, applied to assets under management and is deducted on a monthly basis. The illustration above is based on an average annual account balance of $10,000, calculated at 1/365 of the annual stated rate (0.50%) equalling $0.14 cents per day. The per day amount will vary and is unique to each participant based on their account balance when fee is deducted.