Give your team a benefit that truly matters: Financial security for their families
With UNest, employees can invest in their children’s future while improving their own financial well-being.
Financial Stress is Holding Your Team Back
Did you know?
- A Report by Qualtrics indicates that 76% of employees experiencing financial stress say it negatively impacts their productivity, with 25% noting a severe impact.
- According to FinFit, 70% of workers would leave for a company with better benefits, and employers who provide holistic financial solutions, report 30% higher retention reates among employees who actively engage with the program.
By offering UNest as a financial wellness benefit, you’re giving employees a simple way to invest in their children’s future while reducing financial stress today.
✅ Accessible & Easy-to-Use – Employees can start investing for their child’s future in minutes
✅ Tax-Advantaged Savings – A smarter way to save with potential tax benefits
✅ Low-Cost, High-Impact – No-cost for employers and invaluable for employees
✅ Boosts Retention & Loyalty – Employees stay longer with companies that care about their financial future
Flexible Contribution Options
Employees can select their contributions, frequency, and selected funding method.
Effortless Setup
Employees will be provided with a link to download our app. They will then follow prompts to begin their account setup.
Simple Steps to Implementation
Contact our Team- We will walk you through the benefits, costs, and setup process in a quick consulation.
Customize your plan– Decide what works best for your company.
Launch & Educate– We provide onboarding steps and support to ensure employees understand how to maximize this benefit. Employees enroll in minutes!
Ongoing Support– UNest’s dedicated customer service team is available to assist employees with account setup, investment options, and general inquiries.
📞Dedicated Employee Support Line: Employees can call our support team for account assistance.
📧Email Support: Employees can reach out anytime for guidance on their accounts.
📚Help Center & FAQs: A self-service knowledge base with answers to the most common questions.
Frequently Asked Questions
Q: How can employees enroll in UNest through their employer?
A: Employees can sign up via a unique company link . Our onboarding materials make it simple to get started.
Q: What investment options do employees have?
A: UNest offers a range of professionally managed investment portfolios tailored to long-term savings goals, including conservative, moderate, and aggressive options.
Q: Are there tax benefits for employees using UNest?
A: Yes. UNest accounts may offer tax advantages, depending on the state and investment strategy. Our team can provide further guidance.
Q: Is there a cost for employers to offer UNest?
A: UNest offers flexible pricing plans depending on company size and contribution structure. Contact our team for a customized quote.
Q: How does UNest support financial wellness beyond savings?
A: In addition to investment accounts, UNest provides financial literacy resources and ongoing education to help employees make informed decisions.
Q: What happens if an employee leaves the company?
A: Their UNest account remains fully accessible, and they can continue contributing independently.