Help participants make better, more informed retirement decisions.
- Unmatched Flexibility
- Scalable Technology
- Independent Fiduciary
Help participants make better, more informed retirement decisions.
- Unmatched Flexibility
- Scalable Technology
- Independent Fiduciary
Why Plan Sponsors, Advisors, Investment Consultants and Recordkeepers Choose Us
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Unmatched Flexibility
Our custom solutions scale to meet both the needs of participants and plans of every size and complexity in the public and private sectors.
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Personalized and Actionable Advice
We can leverage data from almost any source to provide participants personalized advice that they can easily and confidently implement.
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Improved Retirement Readiness
Our products are designed to help participants save more, invest appropriately, and feel confident that they’re on track to achieving their retirement goals.
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ERISA 3(38) Fiduciary Independence
We hold fiduciary responsibility for participant investment advice, customized to plan rules and investment options – and with NO revenue sharing and NO hidden costs.
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Proprietary Methodology
Our methodology is rigorous, prudent, and practical. It incorporates a double optimization process and our Bi-CRRA utility function to establish the most appropriate risk level for each participant.
Learn more about our methodology.
GuidedChoice improves plan health, helps recordkeepers and advisors scale their business, and puts participants on the path to financial wellness.
Solutions For Employers, Plan Sponsors and Advisors
Our modular products span from enrollment through decumulation, allowing you to design the best solution for your requirements. Each is designed to help participants save more, invest appropriately, and feel confident they are on the path to a more comfortable retirement. And, white-label capabilities let you be the hero.
Retire Ready Simulator with Quick Enroll
Quick enrollment solution designed to quickly get employees into the plan while helping increase savings rates and improve retirement outcomes.
Personalized Target Date+
An alternative to a TDF — an innovative QDIA to default employees into a more personalized allocation and glide path.
Asset Class Guidance & Retirement Planning with Managed Account
Free enhanced retirement planning capabilities that help employees understand their comprehensive retirement outlook. Able to opt-in to a managed account and get advice on all outside pre-tax retirement accounts.
Financial Wellness and Retirement Planning Advice – for Public Sector only
Offers public sector employees free asset class guidance & retirement planning support with the option to get one-time fund level advice on both plan and all outside pre-tax retirement accounts.
Retirement Income Solution
Personalized and actionable advice to help your employees that are just about to retire, or already in retirement, make their money last all the way through retirement.
Retirement Readiness Analytics
Retirement income projections that enable you to segment and uncover key opportunities for plan improvement, and identify the participants that need the most help.
Fiduciary Services 3(38)
With these services, we help shoulder the fiduciary responsibility and can take on fiduciary responsibility for the participant.
Benefits of Partnering with Us
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Plan Sponsors
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Plan Advisors
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Plan Investment Consultants
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Recordkeepers
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3(38) fiduciary – with sponsor indemnification
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Optimized – specifically to plan rules & investments
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Scenario aplanning – achieving high engagement
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Compatible with existing integration to a competitor and/or recordkeeper
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No conflicts of interest
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Strong partner with your advisor
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Plan analytics – measuring retirement readiness by participant segment
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Customized to your design & investments
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3(38) fiduciary advice for participants – so you can focus on your clients
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White-label capabilities with branding flexibility
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Plan analytics measuring retirement readiness by participant segment – that you deliver
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You own plan sponsor/client relationship
- Learn More
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3(38) fiduciary – with sponsor indemnification
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Optimized – to plan design, rules, investments
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White-label capabilities with branding flexibility
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Scenario planning – achieving high engagement
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Unique methodology – double optimized using Bi-CRRA utility function
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Compatible with existing integration to a competitor and/or recordkeeper
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No conflicts of interest
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Plan analytics – measuring retirement readiness by participant segment
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Scenario planning – achieving high engagement
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Fast integration – and compatible with competitor data formats
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Modular engine – scalable across diverse plan designs & participant segments
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Plan analytics – measuring retirement readiness by participant segment
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White-label capabilities with branding flexibility
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Mitigate fiduciary liability by offering multiple managed account providers
Our mission is to bring financial freedom to everyone.
For nearly 20 years, we’ve partnered with plan sponsors, advisors, consultants and recordkeepers to elevate retirement plan success. From the start, GuidedChoice has been fully independent and led by principles that set a new standard for transparency and trust, while only working in the best interest of our clients and their participants.
Learn more from our founder and CEO, Sherrie Grabot and her mission.
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20+ Years of Innovation
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27K+ Plans Served
More than 27,000 plan sponsors trust us to provide retirement planning advice to their employees
None of the companies listed above have provided an endorsement, either expressed or implied, of GuidedChoice or any of its retirement planning products or services.