The technology provides individualized guidance regarding paycheck allocations to HSAs, health plan choices, voluntary benefits and contributions to retirement accounts.
Retirement plan providers are striving to implement new ideas and capabilities made possible by the SECURE Act even as they grapple with the challenges of a pandemic.
The firm says its budgeting and financial planning capabilities can be particularly useful in calculating the benefit of government assistance programs.
Participants receiving an email from plan sponsors can schedule virtual meetings with a Two West financial expert to address retirement plan account questions as well as broader personal...