A Total Rewards Force Multiplier: Employee total rewards account for the single biggest expenditure for an organization. Without employee financial literacy and healthy financial behaviors, organizations aren’t maximizing the impact of their human capital investments.
Healthier Teams, Lower Costs: Financial literacy can reduce stress, which supports better employee mental and physical health outcomes and saves money in the long run.
Increased Retention and Focus: Financially confident employees often feel more secure, stay longer in their roles, and bring more creativity, energy, and focus to their work.
Stronger Benefits Utilization: Employees are more likely to engage with your full benefits suite when they understand how to navigate it financially.
Real Results: Our clinically validated approach to behavioral change improves financial confidence and well-being while driving measurable business impact.
Average hours of increased workplace productivity per week.1
Trusted by World-Renowned Organizations: MSA partners with 74% of the Fortune 100 and 52% of the Fortune 500.
Empower Employees. Enhance Your Impact: Our Financial Well-being program is designed to be a powerful extension of your offering, helping employees transform money stress into lifelong confidence and control. Whether you want to strengthen engagement, enhance your offerings, or scale support to meet growing demand, My Secure Advantage is ready to help.
With millions of lives changed, we’re a proven partner in creating healthier teams and stronger business outcomes.
Employers
Create Well-Being Focused Culture: Supporting employee financial literacy with MSA helps to promote company-wide, whole-person well-being. MSA supports different learning styles to help employers tackle financial stress, a leading contributor to anxiety that can impact performance at work. The result? A more resilient, engaged workforce with increased peace of mind and productivity.
Cost Management and ROI: MSA delivers long-term value through behavior change, not commissions. Our education-first model improves financial health and reduces financial stress, which translates to increased retention, lower turnover, and reduced healthcare costs. Healthier, happier employees mean real savings.
Average improvement in Financial Well-being.1
MSA Saves Time and Money for HR Teams: MSA is easy to implement and manage, delivering high-impact support with minimal lift for HR. Employees can access help anytime, anywhere, maximizing benefit utilization and empowering them to take full advantage of what you offer. Let us show you how easy it is to launch a financial well-being program that works.
Compliance and Risk Mitigation: Our focus on education ensures equitable access and regulatory alignment. By removing sales bias, MSA helps employers stay compliant while building trust with their team.
RIA
Regulatory Compliance and Fiduciary Duty: MSA’s education-based, unbiased coaching has changed millions of lives and helps RIAs reinforce their fiduciary duty by empowering clients with tools and knowledge, without conflict of interest. No products. No commissions. Just better decisions, backed by behavioral change science.
Enhance Your Value. Deepen Client Trust. Drive Retention: Enhance your value proposition to current and prospective clients with an immediately available, tangible financial well-being benefit. RIAs who partner with MSA aren’t just offering advice; they’re offering transformation that positions them as holistic financial well-being leaders, not just investment managers. This builds trust and emotional connection, which fosters increased engagement and reduces churn across all wealth tiers.
Broader Demographic Reach: Whether serving high-net-worth individuals or next-gen investors, MSA is scalable to serve all AUM tiers effectively, including those that RIAs often find hard to support profitably.
OVER
Average increase in
retirement contribution, in addition to existing contributions from annual salary.2
Maintain Complete Ownership of Your Client Relationships: Unlike large record keepers, we direct all business back to you, ensuring you maintain and strengthen your client relationships. There are no hidden fees, and no risk of losing your book. No poaching. No competition. Just a trusted partnership that helps you grow your AUM and strengthen client loyalty.
Let’s Grow Together: Whether your goal is to grow AUM, fiduciary risk management, participant engagement and plan health, improve retention, or offer more holistic support, MSA can help. Partner with us to elevate your value, stand out in a crowded market, and deliver an unparalleled client experience.
1 My Secure Advantage, Inc., January 2025. Based on self-reported data from MSA members with high financial stress, from 1/1/23 - 12/31/24.
2 My Secure Advantage, Inc., January 2025. Based on self-reported data from MSA members working with a coach on this specific issue, from 1/1/23 - 12/31/24.