The Retirement Planning Center
Workplace financial wellness, built around the moments employees actually face.
Live education and confidential 1:1 access for every employee, covering the 401(k), Social Security, Medicare, and tax decisions that shape the years just before and after retirement.
A benefit your team will actually use.
Who It's For
One landing spot for everyone the Planning Center serves.
New Companies
Explore how the Planning Center works, what we deliver, and what it costs to bring it to your team.
Talk to us about your team →Current Companies
Find upcoming workshops, schedule on-site sessions, and access materials to share with employees.
Schedule your next session →Employees
Book a confidential 1:1, register for a workshop, or ask a question, at no cost to you.
Book a 1:1 session →Six Pillars
Everything employees wish their company taught, taught well.
01
Retirement Readiness
401(k) elections and employer matches, and how choices in your 30s and 40s shape what's possible at 65.
02
Social Security
When to claim, spousal and survivor strategies, and how earlier decisions change the math.
03
Protection: Life & Long-Term Care
Protecting income and assets, and the trade-offs between self-insuring and transferring risk.
04
Tax Strategy
Roth vs. traditional, mega-backdoor mechanics, and RSU/equity comp planning.
05
Estate & Family
Beneficiary audits, document basics, and conversations made easier with a neutral third party.
06
How Should I Be Invested?
Align your 401(k) and other accounts with your risk, time horizon, and the life you're building.
A Sample Year
Four workshops. Four 1:1 days. Open to every employee.
One workshop and one on-site 1:1 day each quarter. Workshop topics rotate each year from our full curriculum.
Q1
Workshop, 60 min
Retirement Readiness by Decade
Private 30-min sessions
1:1 Employee Planning Day, Q1
Q2
Workshop, 60 min
Social Security & Retirement Income Planning
Private 30-min sessions
1:1 Employee Planning Day, Q2
Q3
Workshop, 60 min
Taxes in Retirement & Core Retirement Decisions
Private 30-min sessions
1:1 Employee Planning Day, Q3
Q4
Workshop, 60 min
Retirement Cornerstones & Long-Term Care Planning
Private 30-min sessions
1:1 Employee Planning Day, Q4
Additional topics in rotation: Investing 101, Financial Basics, Estate Planning Basics.
Why It Works
A real benefit, not a checkbox. Employees notice the difference.
The Planning Center gives employees a trusted, confidential place to get answers. No sales pressure, no product pitches. For employers, it's a measurable upgrade to a benefits package: live education and on-demand 1:1 access most people only get if they already have a wealth manager.
Bring the Planning Center to your team.
A 20-minute call is enough to see if it's a fit for your company.
Start the Conversation →