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  • Our mission is to proactively engage plan participants to reduce their financial stress and help them lead happier and more prosperous lives.
  • Help plan sponsors improve operational performance by addressing issues of low employee engagement, low productivity and to improve absenteeism and turnover rates.
  • To help Human Resources personnel simplify their 401(k) workload responsibilities.
  • To help improve plan sponsor profitability by reducing the indirect costs of financial stress and subsequently help boost a plan sponsor's company valuation.