Workplace Financial Wellness - 401k

Your partner in delivering an exceptional retirement plan

• Uncommon and effective approach – Pathway’s focus on employees and desire to meet individually with them is unique and has show to improve financial outcomes.

• One-on-One Financial Coaching – Personalized support for every employee, every year, to help them prepare for retirement as well as navigate budgeting, saving, debt, and investing

• 3(38) Investment Fiduciary - Pathway provides investment selection and management as your fiduciary, reducing your effort and liability. 3(21) option is available as well

• Fund Focus - Delivering Plans made up of highly rated funds. Regularly reviewed to ensure alignment with IPS.

• Supported Plans - 401k, 403b, SIMPLE IRA, 457b&f, Profit Sharing and Pension, along with corporate endowment and operating reserve account management.