Empower Your Employees

Employer Advantage

Driven Investments helps employers upgrade their financial-wellbeing offering without adding vendor work, plan redesigns, or ongoing HR tasks.

Our advisors deliver one-on-one, fiduciary SDBA guidance and portfolio management entirely inside your existing retirement plan and recordkeeper, so employees get personalized help while HR sees zero operational lift.

The result: higher benefit utilization, improved retirement readiness and employee satisfaction

Strengthen Financial Well-being

Give employees a measurable boost in financial well-being — our advisors deliver one-on-one financial education and fiduciary portfolio management that helps people clarify goals, close savings gaps, and invest with confidence.

Fiduciary Advice Inside Your Plan

The Self-Directed Brokerage Account (SDBA) you already offer gives employees access to a much broader universe of investments, letting them build truly customized portfolios that align with their retirement goals.

Higher Employee Satisfaction, No Plan Changes

Employees feel more confident and supported when they have a dedicated advisor. That confidence drives higher satisfaction and stronger retirement-readiness scores.

How employees can maximize their workplace retirement plan

How We Help

We help employees create a clear picture for their financial future, identify gaps or needed changes, and then help them implement those changes by using the Self-Directed Brokerage Account (SDBA) benefit already offered within your retirement plan.

Each employee is paired with a dedicated fiduciary advisor who reviews goals, income, savings, risk tolerance and existing investments, then builds a clear retirement plan tailored to that person. If you choose to proceed, your advisor implements a customized portfolio inside the SDBA in your plan — no plan changes and no HR work.

Why It Matters

Employees often don't understand or feel confident that they are on track to comfortably retire.
The idea of changing investments is daunting, and many fear making a mistake.
Retirement planning shouldn’t start when employees are ready to retire — they can be far better prepared if planning begins early in their careers.
Employees don’t want a 1-800 number. They want a dedicated advisor who knows them, understands their goals, and helps them navigate their options.
Our one-on-one advisors tackle these problems with clear education, a step-by-step plan, and hands-on portfolio management so employees feel confident and supported.

How It Works

Awareness: We educate employees about the SDBA benefit they already have. Expect a short intro, clear examples of what an SDBA can do, and easy FAQs.

Advice: We provide personalized, fiduciary guidance and tailored portfolios. Your advisor builds a retirement plan with you and, with your consent, implements the portfolio inside the SDBA.

Ongoing Support — We monitor progress and adjust portfolios as employees’ lives and goals evolve. Regular check-ins, rebalancing, and reporting keep plans on track — you stay in control.

FAQ

Professional Management for Employees

Will this create extra work for HR or require plan changes?

No. Driven runs a turnkey program — we handle employee engagement (onsite or virtual), co-branded communications, booking, and a single Driven liaison for coordination. All advisory and portfolio activity happens inside your existing SDBA and recordkeeper, so no plan redesign or ongoing HR operational lift is required.

Your Financial Roadmap

There is no cost required of the employer, and the SDBA Structure is already in place. Participation is voluntary for employees and any advisory fees or pricing are fully disclosed up front to participants.

Where is the SDBA in our recordkeeper and how do you work with it?

The SDBA already exists as a sub-account inside your plan (it may be labeled Schwab PCRA, Fidelity BrokerageLink, Vanguard SDBA, Empower/Alight Brokerage Window, etc.). We’ll show HR and employees exactly where the SDBA lives on your recordkeeper’s website with and step-by-step guidance so everyone can find and access it.

How is employee data and privacy handled?

We only access employee account information with the employee’s explicit consent, and we never share personally identifiable data with the employer without permission. HR receives anonymized participation and retirement-readiness reporting so you can measure impact without exposure to individual PII.

**The SDBA is freedom to choose**

Schwab- Personal Choice Retirement Account (PCRA)

Alight- Self-Directed Brokerage Window

TIAA- Self-Directed Brokerage

Lincoln Financial- PCRA

Fidelity- BrokerageLink

T. Rowe Price- PCRA

Vanguard- PCRA

Empower- PCRA

Principal- PCRA

Voya- PCRA

and more...

Get Expert Help on Your Road to Financial Freedom

[email protected]

844-932-3272

Investment Advisory Services are offered through Driven Investments LLC.

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WARRANTIES & DISCLAIMERS

There are no warranties implied.

Driven Investments LLC is a registered investment adviser located in Lehi, Utah. Driven Investments LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Driven Investments LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Driven Investments LLC’s website on the Internet should not be construed by any consumer and/or prospective client as Driven Investments LLC’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Driven Investments LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Driven Investments LLC, please contact the state securities regulators for those states in which Driven Investments LLC maintains a registration filing. A copy of Driven Investments LLC’s current written disclosure statement discussing Driven Investments LLC’s business operations, services, and fees are available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Driven Investments LLC upon written request. Driven Investments LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Driven Investments LLC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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