Retirement planning education, built with empathy.
Whether it’s a new employee opening their first 401(k) or a longtime team member preparing for Medicare, ALEX helps employees make confident retirement decisions at every age, and every stage.
ALEX helps employees look forward to life after work.
People are living and working longer, and retirement planning looks different for everyone. ALEX delivers retirement planning education that supports employees early in their careers, near retirement, and even after they’ve left the workforce.
Education that starts early and sticks
Most employees don’t feel prepared for retirement. ALEX makes it easier to start early, using relatable, accessible guidance to help people understand savings tools like 401(k)s and HSAs, and how to build financial security over time.
Retirement guidance that moves the needle
After using ALEX, employees contribute more to their retirement accounts than the national average. That’s what happens when financial planning feels less like a lecture—and more like a helpful conversation.
Clarity around Medicare and healthcare in retirement
ALEX makes sense of Medicare, so HR teams and brokers don’t have to. With clear, step-by-step guidance on timelines, plan types, and coverage, employees nearing retirement get the support they need to make confident decisions.
Learning, their way
Interactive walkthroughs or text-based summaries. English or Spanish. Videos or resources on demand. ALEX meets employees where they are, with retirement education that’s inclusive, engaging, and easy to return to.
Smarter Medicare and financial planning support without the overwhelm.
Medicare, made simple and compliant.
Medicare can be confusing—but it doesn’t have to be. ALEX explains Parts A, B, C, and D in plain language, along with timelines, costs, and how Medicare works with employer-sponsored insurance. The platform is fully licensed and CMS-compliant, with certified brokers and trusted enrollment tools, so employees receive accurate information and guidance they can trust.
Unbiased support that puts people first.
ALEX is designed to support unbiased decision-making, with no hidden agendas. Our Medicare recommendations are based solely on what’s best for the individual. Whether they enroll through our platform or by phone with a licensed partner, employees receive clear, helpful guidance with full transparency at every step.
Financial planning made easier, for everyone.
Whether someone is new to saving or thinking about retirement income, ALEX highlights the value of tools like 401(k)s and HSAs with forecasting and comparisons that make next steps feel manageable.
Expand your employee benefits knowledge.
Let’s simplify retirement planning for everyone.
ALEX helps you deliver better retirement guidance without more manual work. From early financial planning to Medicare enrollment, employees get clear, confident support every step of the way.
