SMARTMap
Success Team

About SMARTMap Success

SMARTMap® Financial Wellness helps employees better understand their retirement plan and everyday finances through clear and unbiased guidance. 

Bringing SMARTMap® Financial Wellness to your employees doesn’t have to be complicated. With guidance from the SMARTMap Success team, you’ll have support at every stage of implementation.

By using the SMARTMap Employer Resources below and partnering with your dedicated SMARTMap Success Manager, you can seamlessly integrate the program into your benefits offering and help employees take meaningful steps toward stronger financial well-being.

Employee Financial Wellness

Learn about our support for your employee’s financial wellness with World Investment Advisors' SMARTMap

Getting Started

Here are our best practices for rolling out SMARTMap to your employees.

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Phase 1: Data Collection & Prep
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Phase 2: implementation & launch

Phase 1: Data Collection & Prep

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Sign & Submit SMARTMap Contract

A signed contract or addendum is needed before we can begin Foundational Planning conversations or provide point-in-time financial advice to participants.

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Gather Employee Census Data

Use our provided “Census Upload - Participant Data” template to gather employee data. At a minimum, we ask for first name, last name, and work email address to enroll employees in our communications.

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Allowlist World’s Domain & IP Addresses

Provide our allowlisting information to your IT team to set our domain and IP addresses as “safe senders” in your email system.

Phase 2: implementation & launch

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Publish Financial Wellness Hub Link

Identify the most effective locations to showcase your Financial Wellness Hub link (e.g., company intranet, benefits platform, physical flyers).

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Send the Employer Announcement Email

Announce the program and Financial Wellness Hub to your employees using our provided “SMARTMap Announcement Email” template.

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Set a Rollout Date for SMARTMap Email Communications

After your organization has announced the program, we’ll set a rollout date for our ongoing SMARTMap campaigns.

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Contact SMARTMap Success

Ready to roll out SMARTMap? Get in touch with our team.

smartmapsuccess@worldadvisors.com