Nassau Re/Imagine | Retirement Planning for Employees

Penelope

July 23, 2024 All Top 100, Retirement Planning for Employees No comments

Penelope is a retirement platform for small businesses, making 401(k) plans affordable and easy to manage. They use technology to automate plan administration and compliance, integrating with payroll providers for seamless operation. Penelope also provides a user-friendly experience, ensuring accessibility for businesses of all sizes.

Smart Pension

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Smart Pension is a workplace pension tailored specifically for UK businesses. Their employee app will transform the future of pension saving for a new generation. It allows users to pick and choose the most suitable investment funds, track their pension balance in real-time on their phone and increase contribution levels when they can afford to do so – engaging people with their pensions like never before.

Savology

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Savology is helping American households improve their financial well-being by providing accessible and affordable financial planning online. Savology delivers financial planning directly to consumers and through employers as a sponsored benefit.

Questis

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Questis is a workforce financial empowerment company providing a complete personal finance solution that benefits people, employers, and advisors. We help businesses become life-changing employers by helping employees solve the root causes of financial stress.

PTO Exchange

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PTO Exchange is a flexible benefits platform that allows employers to extend existing benefits to convert unused paid time off (PTO) into retirement contributions, student loan payments, emergency cash, or voluntary health insurance Advisor Tools.

Profile Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

Profile Pensions’ mission is to help everyone in the UK better understand their pension(s), allowing them to be more informed and ultimately better off in retirement. They provide impartial, expert and ongoing pension advice. You don’t need to be financially savvy to be their customer. You don’t need to be ‘high net worth’. You don’t even need to know anything about your pension. All you need is to want to do something about your financial future. They can help with the rest. Now owned by Moneyfarm Group

PensionBee

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

PensionBee combines all your old pensions into one new online plan. The application enables its users to create profiles including information on past and present pension and personal information. It allows them to track the pension progress and features a pension calculator to set retirement goals and add new contributions.

NOW: Pensions

July 13, 2021 All Top 100, Retirement Planning for Employees No comments

NOW: Pensions has a clear mission: to help everyone save for a more financially secure future. This means achieving the best financial outcomes for their own members, while fighting for a fair pension system to enable all pension savers the ability to enjoy the retirement they deserve by highlighting pension inequalities and campaigning for change.