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 reaching 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 innovative Deferred Compensation and Executive Benefits offerings designed to reward performance and offer exit strategies.

Fiduciary Know-How

Employing a meticulous process, we help ensure your plan operates in line with the latest fiduciary guidelines, instilling confidence that you're prioritizing the best interests of your employees.

Investment Support

From crafting effective investment policy statements to offering a diverse range of suitable products, we're here to assist you in providing optimal investment options.

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

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Bring Intention to Your Wealth

See how Simple Impact can make it all possible for you.

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