The Richards Group is one of Vermont's and New England's top retirement and fiduciary advisors

Online Enrollment

The Richards Group focus is to provide clients with advanced technologies and electronic solutions that streamline employee benefits processes from start to finish. From strategic partnerships with United Benefit Advisors, eBenefit Marketplace and our own benefits technology consultant, we are able to guide clients to the best enrollment solution for their company.


Our in-house solutions consist of the following:

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bswift’s state of the art cloud-based technology that makes online enrollment simple and speedy for your employees–and easier for you and your team to manage. It includes personalized, built-in decision support with ongoing engagement and communication, including custom videos and test messages.

Learn more about bswift >

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PlanSource provides a complete cloud-based technology platform for managing employee benefits and human capital. From benefits administration and payroll to talent workforce management, PlanSource is an employer’s single and complete source for human resources software.

Learn more about PlanSource >

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Employee Navigator’s modern and easy to use software platform that saves time, minimizes errors and automates processes, will restore some precious time back into your day. Employee Navigator is perfect for smaller to mid-size groups.

Learn more about Employee Navigator >


Decision support tools:

Ask Emma is an interactive decision support tool within bswift that recognizes employees as individuals. She asks a few simple questions, then suggests plan options based on employees’ unique responses, integrated claims data and national data. Emma translates insurance jargon, provides cost comparisons, models health scenarios and more.


Jelly Vision (Alex) is a one-on-one conversation that helps employees choose and use their benefits. Alex uses simple explanations, playful animations, and behavioral science to engage employees. Alex’s personalized recommendations help employees make smarter benefit decisions and provides printable benefit summary pages that employees can refer back to.