Help participants make better, more informed decisions.
GuidedChoice improves plan health, helps recordkeepers and advisors scale their business, and puts the participants on that path to financial wellness.
GuidedChoice Advisory Service
Advice, managed accounts, retirement income
Contact UsFully integrated with recordkeeper
Saving For
Retirement
Already Retired?
(or within 3 years of)-
Asset class guidance and retirement planning with optional Managed Account -
Approved QDIA -
3(38) &/or 3(21) fiduciary protection at participant level -
Customizable to plan’s investment lineup
-
Comprehensive scenario planning -
Tax efficient drawdown advice -
Investment level advice on plan account -
Social Security optimization -
Spending projections with recommendations -
Annuity evaluator
3(38) Fiduciary Services
Easing compliance and regulatory burdens
Contact UsIntegration not required
-
GuidedChoice assumes fiduciary liability at a participant level
-
We take full responsibility for selecting investment options for the plan -
Customized to your investment strategy and includes a monitoring and review process
-
Quarterly fiduciary reviews and reports and annual re-optimization
-
Provides the plan’s Investment Policy Statement
Retirement Readiness Analytics
Looking for opportunities to improve plan health? Contact us to learn how you can get assessments fully customized to your plan. Complements but does not require connection with any of our advisory products.
Don’t want the cost and complexity
of integration?
Become a GuidedChoice Partner
Sign up in about 10 minutes.
-
Choose from multiple products to make available to your organization’s participants -
Make it an employee benefit by paying for it or pass the cost to the participant -
Special packages available that include financial education and coaching -
Include your plan’s rules and investment lineup
GuidedChoice Advisory Service
Retirement is top of mind
No integration
Saving For
Retirement
Already Retired?
(or within three years of)Get answers to:
-
How much to save to reach goals -
The impact of saving and spending decisions made now on projected retirement income -
How to invest all retirement accounts—including spouse’s
Find out:
-
How to avoid running out of money
-
How to withdraw money tax efficiently -
When to take Social Security
-
Whether an annuity makes sense
3Nickels App
Holistic view of your finances
No integration
-
Get answers to many financial questions
-
Access dozens of free, customizable tools and calculators
-
Get advice that takes into account all assets—as well as debts—to find the solution that works best -
Get a tailored saving and investing strategy that can help achieve financial dreams
-
Fully mobile
Partner Signup
*Account aggregration services available with all retail solutions to ease the burden of data entry and facilitate updates to account balances and investments.
*Account aggregration services available with all retail solutions to ease the burden of data entry and facilitate updates to account balances and investments.