Employers and Businesses

Tailored Solutions for Financial Wellness

Simple Impact recognizes the uniqueness of every retirement journey. That's why our services are custom-tailored to represent and support your values and the needs of your company, while keeping the financial wellness of your employees a top priority.

Personalized Consulting

When your Diversity Development and HR teams partner with us, you'll receive personalized consulting from a Certified Plan Fiduciary Advisor® dedicated to fulfilling company objectives and assisting your employees in pursuing their long-term aspirations. We offer the following:

Customized Education Programs

Empowering your employees to plan for the present while investing in their future, with a focus on financial wellness as an integral part of their overall savings goals.

Executive Benefits

Take advantage of Deferred Compensation and Executive Benefits offerings designed with a goal to reward performance and offer exit strategies.

Fiduciary Know-How

Through a disciplined process, we help plan sponsors navigate evolving fiduciary responsibilities and support efforts to align plan governance with current regulatory expectations.

Investment Support

From developing investment policy statements to providing access to a broad range of investment options, we help plan sponsors evaluate and monitor investments in support of their plan objectives.

Proud to be recognized by the gold standard for women-owned business certification. NAICS CODE: 523940 CAGE:8XCJ7 WBE, WOSB

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Retirement Plan Perspectives

Regulatory Updates

Recommended Resources

Bring Intention to Your Wealth

See how Simple Impact can make it possible for you.

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