For EMPLOYERS - Workplace Wellness & Participant Education
Better Outcomes Start with Financially Confident Employees
Empowered participants make better financial decisions. Our customizable workplace wellness and education programs help employees save more, stress less, and retire on time, while giving employers measurable results.
As a result, participation alone doesn’t guarantee outcomes. Many workers simply don’t know how to make smart saving and investment decisions once they’re enrolled.
For plan sponsors, this creates lost productivity, delayed retirements, and rising benefits costs.
The Challenge
Employees today face unprecedented financial strain, student loans, inflation, and debt often derail even well-designed retirement plans.
Capcova + sollinda
Our Solution: Customized Financial Wellness & Education
We deliver outcome-oriented wellness programs using the Retirement Plan Advisory Group (RPAG) platform, allowing each employer to tailor content, delivery, and metrics to their workforce.
Whether as part of your 401(k)/403(b) plan or a stand-alone financial wellness initiative, we design programs that align education with real-life goals, from budgeting and debt management to retirement readiness.
Personalized participant dashboards and assessments via RPAG technology
On-site and virtual workshops focused on saving behavior, investment basics, and retirement planning
Targeted communications by age, tenure, and income level to meet employees where they are
Behavioral finance integration, leveraging auto-features and engagement triggers proven to improve savings habits
Plan-specific education materials that reinforce fiduciary communication requirements
Standalone Wellness Programs for employers seeking measurable engagement and productivity gains, even without an existing retirement plan
Capcova + sollinda
Who We Serve
Small Businesses
Introduce structured wellness without a large HR staff, helping employees manage finances and understand SIMPLE, SEP, or 401(k) savings options.
Franchise & Owner Organizations
Deliver consistent education across multiple locations with flexible in-person or digital modules that scale to every employee tier.
Private Practice Groups (Dentists, Orthodontists, Veterinarians)
Provide staff with tools for budgeting, debt reduction, and long-term savings, enhancing retention and overall practice morale.
Corporate Partners (100+ Employees)
Implement enterprise-level wellness strategies with measurable ROI, reducing financial stress, improving productivity, and supporting on-time retirements.
Results That Matter
Increased plan participation and deferral rates
Higher employee financial confidence and engagement
Measurable reductions in financial stress and delayed retirements
Employer cost savings through reduced turnover and absenteeism
FAQs
Frequently Asked Questions
Can wellness programs be offered without a retirement plan?
Yes. We design standalone financial wellness programs that enhance productivity and retention, even for employers without a 401(k) or 403(b).
How do RPAG tools improve education delivery?
RPAG provides customizable dashboards, assessments, and communication templates that adapt to your demographics and goals.
Do you provide in-person education sessions?
Yes—on-site, virtual, or hybrid sessions are available for every location and employee level.
How is success measured?
We track participation, savings rates, stress metrics, and readiness scores to demonstrate measurable outcomes for your workforce.
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