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Our services
Use one or use all.
Pathwise Group’s suite of services enables each of our worksites to customize their solution and improve true employee engagement. All our services are streamlined and efficient, making less work for you.
Service 01
Benefit Administration System
Integration for a seamless approach
Our financial wellness technology is integrated into a benefit administration system. This allows employees to begin their financial wellness assessment as part of the enrollment process.
On and off enrollment
- Launch during open enrollment
- Or launch off open enrollment as a stand-alone
- We work with you and your worksite to determine which works best for the group
Service 02
Individual Advisory Services
Creating tailored solutions for individuals in any life stage
Our advisory services support every service offering of Pathwise Group. From financial wellness to executive benefits, we believe a human approach is necessary for high quality. Our advisor team is available year-round: open enrollment, qualifying events, onboarding new employees, new product launches and more.
First meeting · 30–45 min
- Review main questions or concerns
- Discuss future goals and current financial landscape
- Share recommendations on efficiency, if any
- Review the personal financial dashboard and SAGE report
Second meeting
- Discuss the completed base financial plan
- Review current outlook, with and without changes
- Present recommendations and strategies
Service 03
Executive-Level Offerings
Benefit options that recruit, retain and reward highly compensated employees
We focus on analyzing client needs, simplifying complex solutions, and seeking to solve a client’s human capital challenges.
Service overview
- Internal consultation and education
- Client-facing consultation
- Analysis, design & review
- Brokerage/RFP preparation & presentation
- Placement and ongoing administration
Technology & systems
- Personal financial dashboard for every executive-level employee
- Set up and reviewed by an advisor
- Personal investment risk assessment
- Ability to link multiple accounts
Service 04
Retirement Plan Support
Helping establish an effective and efficient retirement plan
Organizations need a partner they can trust that does not sell products, collect hidden fees or provide conflicted advice. Our proposed complimentary plan review includes:
Fee review
- Forensic analysis of service provider fees
- Investment option fee review against benchmarks
- “Red Flag” findings report
Governance & procedural review
- Policies and procedures (charter, IPS)
- Fiduciary documentation review
- Service provider conflict-of-interest analysis
Menu design
- Menu symmetry, appropriateness of options and ease of use for participants
- “Red Flag” findings report & committee education material
Service 05
SAGE Financial Wellness
Leveraging technology with a human approach
Our software brings financial wellness through a simple 3–5 minute assessment. Each individual receives a snapshot of their current financial wellness, then has the opportunity to book a meeting with a financial professional to review results.
For the individual
- Customized email campaigns designed by financial advisors, based on assessment answers
For the group
- Live webinars on the group’s top concerns, based on aggregate data
- A mix of live and on-demand education
Service 06
Data & Analytics
Using worksite-specific data to make informed decisions
Our data of your worksite enables you to make strategic, meaningful, customized decisions for your employees that create positive change.
What you get
- Group-level data: confidentially compiled and reviewed with lead consultants and HR; can be broken down by site, industry and more
- Engagement & trends: how your group is improving and which education platforms are most engaging
- New opportunities: data that helps uncover gaps in current benefit offerings
Support channels
Support for every stage of life.
Financial advisory, tax planning, estate planning, student loan relief and insurance/protection planning — all through one concierge team.
Financial Advisory
One-on-one consultations and a personal financial dashboard.
Tax Planning
Proactive strategies and personalized consultations.
Estate Planning
In partnership with AmeriEstate.
Student Loan Relief
In partnership with GotZoom.
Insurance & Protection
Life, long-term care and disability.
Questions? Contact us today
Let’s make sure your benefits package is the best out there.
Talk with the Pathwise concierge team about your worksite, your employees, or your own financial questions.
Office
410 Central Ave. Suite 414
Great Falls, MT 59401
Hours
Mon–Fri: 8am – 5pm