Group Social Security Planning Benefit

Empower your employees to make smarter decisions about Social Security - at every stage of life.

Social Security is the nation’s most important financial safety net, protecting workers and their families from income loss due to death, disability, or retirement. Through the RSSA® Social Security Planning benefit, your employees gain the tools and expert support to understand these protections, make informed decisions, and build greater confidence in their financial future.

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Lifelong Social Security Guidance for Every Employee

Whether it’s navigating a divorce or managing an unexpected health challenge, RSSA® Social Security Planning helps employees understand their Social Security options and decisions — guiding them through life’s key financial and personal transitions, including:

  • Young Family Protection
  • Disability Coverage
  • Divorce & Family Changes
  • Self-Employed Planning
  • Supporting Aging Parents
  • Health Events Before Retirement

What's Included?

Everything Your Employees Need To Start Planning For Social Security

RSSA Roadmap Software

RSSA Roadmap® Software

24/7 access to interactive Social Security planning tool for personalized benefit analysis and optimization.

Expert Support

Live Expert Support

One-on-one guidance from Registered Social Security Analysts® to help employees make confident decisions.

Work and Income Choices

Personalized Reports

Clear, customized Social Security summaries employees and their families can review, download, and share.

Easy Implementation

Easy Implementation

A turnkey solution that integrates seamlessly into your benefits offering—no administration required.

Request a Customized Proposal

    Get more information about how our Social Security planning benefit can support your employees as they make important financial decisions.

    Why Offer This Benefit?

    Every employee contributes to Social Security with every paycheck — yet few understand how it truly works or how to maximize their benefits. Social Security plays a powerful role in long-term financial stability, but most workers overlook its value and miss opportunities to strengthen their future income and protection.

    Help employees protect their earned Social Security income with 24/7 access to live expert support and personalized planning resources. Social Security is more than a retirement benefit — it’s lifelong financial protection. Help employees and their families make informed decisions and strengthen their long-term financial security.

    Happy Family

    Why It Matters for Employers

    Social Security guidance gives employees clarity and confidence about their future, and offering it as a benefit shows that their long term financial wellbeing truly matters to you, their employer.

    • Enhances your existing HR and financial wellness programs.
    • Builds engagement and trust among employees across generations.
    • Demonstrates commitment to employees’ long-term financial health.
    • Complements other benefits like 401(k), health, disability, tax and legal.
    • Positions your organization as a leader in employee financial wellness.
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    About NARSSA

    The National Association of Registered Social Security Analysts is the nation’s leading Social Security education and technology provider. The RSSA® Program is recognized by NASBA, IRS, CFP Board, Broadridge, and state insurance licensing boards. RSSA® professionals are trained to help individuals understand Social Security’s 2,700+ rules and optimize lifetime benefits.

    Getting Started Is Easy

    Offering Social Security guidance gives employees a clear path forward as they think about their financial future, whether retirement is close or still years away. This benefit connects them with a trained RSSA who can provide personalized support and help them understand the decisions that may come up along the way. Employees simply answer a few quick questions to begin their Social Security Roadmap, and an RSSA will follow up to review the results and offer one-on-one guidance.