Pathwise Group

Being employee-centric when it comes to group employer benefits is a large task. Finding quality benefits and providing education that matches the needs of every single employee within the organization doesn’t exist, until now. Pathwise Group assesses an employer group’s benefits offerings and delivers solutions to address gaps within them. Working primarily as a partner to benefit consultants, Pathwise Group serves in both technical and support aspects of employee benefits and financial wellness.

“We open a gateway to a whole new set of solutions that help our clients cater to employees in a way that they couldn’t do on their own. In many ways, we are a consultant to the benefits consultants,” says Jared P. Brown, Founder of Pathwise Group.

Pathwise Group provides its own consulting team to clients and helps them set up a benefits augmentation strategy. The firm works closely with benefit consulting partners, as well as HR and C-level executives, to provide supportive interventions for their employee’s current benefits package. In addition to enhancing and individualizing an organization’s current benefit plans, Pathwise Group also offers plans that are mostly unavailable in the standard benefits packages that companies seek, such as individual life insurance, student loan debt relief resources, individual disability, long term care plans and executive level plans such as a 457(b) plans.

Their proprietary financial wellness platform begins with a 3-5 minute individualized financial wellness assessment that provides smart engagement, tailored education, and a suite of individual retail solutions offered to them as a benefit. It even has fiduciary driven financial advisors to help employees improve their financial wellness. At any time, employees can engage one-on-one with Pathwise Group’s financial advisors and talk about their evolving needs and possible solutions that fit their life plan.

“From the employer to employee, engagement quickly increases when you offer turnkey benefits focused on individualized attention and resources,” says Brown.

We open a gateway to a whole new set of solutions that help our clients cater to employees in a way that they couldn’t do on their own

Additionally, Pathwise Group is the only company with a financial wellness platform that integrates with the client’s benefits administration system for ease of access and use for the employee. It is a solution that doesn’t add any workload to billing or payroll for the employer and can be individually handled by employees. The Pathwise Group platform helps employers deliver more benefits and better financial wellness to their employees.

“Our proprietary assessment tool analyzes each person’s financial health, provides specific products to fill the gaps–even connect them with the personal financial advisor,” Brown added.

Pathwise Group provides HR and benefit consultant insights into what the employees are dealing with, and, in turn, they craft a benefits package tailored to suit the worker’s needs. Pathwise Group’s advisors then support and educate them on any changes. As Brown says, “Technology is powerful, but a human component adds so much value by tying it all together for the employee.”