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TO ANNOUNCEMENTS INDEX
FOR IMMEDIATE RELEASE
January 6, 2010 – Aliso Viejo CA – vWise Inc. today announced that Freedom One Financial Group has agreed to add SmartPlan Enterpise to its participant platform, joining a rapidly growing list of providers and TPAs that offer the award-winning SmartPlan Enterprise solution.
“We will be rolling out SmartPlan Enterprise on February 1 and expect it will quickly become a must-have for all our plans," Freedom One president and CEO Mark Wayne commented. “SmartPlan Enterprise is an easy and cost-effective way to help engage plan participants more fully, and a way to differentiate ourselves.”
“Freedom One wants to offer its participants and advisors the benefits of the latest online and interactive technology, and our SmartPlan Enterprise helps keep them on the cutting edge,” remarked vWise President Tony Mingo.
About SmartPlan Enterprise
Designed to help average investors better understand their retirement plans, SmartPlan Enterprise provides the benefits of a personal financial professional, in a website available 24/7/365. By combining a video-based presentation of detailed financial information with an interactive application that prompts users to make informed investment decisions, SmartPlan Enterprise can help increase plan enrollment, raise participant contribution levels, and reduce support costs.
The SmartPlan Enterprise participant environment features a familiar interface that makes it easy to navigate, even for novice users, and allows a participant to go at his or her own pace. Our video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected features — such as auto-enrollment, matching contributions, loans, etc. — that you can customize. Then, using simple interactive forms, our video hosts then guide participants through a short process, including individual retirement needs and risk profile surveys, and selection of investment types and contribution amounts, that generates a personalized investor profile.
The SmartPlan Enterprise system is integrated with a provider’s participant database, to deliver a custom experience and allow upload of participant choices. It also includes an administration portal that provides a comprehensive suite of tools in a simple menu-driven format that anyone can use, even web novices. Setting up a SmartPlan account takes just a few minutes. And with pre-designed email templates and custom-tailored analytics reports, managing plans is as easy as pressing a few buttons.
About Freedom One Financial Group
Freedom One Financial Group, one of the nation’s largest full-service 401(k) plan consultants, has been successfully offering retirement plan solutions for the last 20 years. Guided by a specific set of core values and a commitment to service excellence, our team members specialize in providing state-of-the-art employee communications, retirement planning, and administrative services. Freedom One’s service excellence has been rewarded with nearly 100% client retention. Freedom One Investment Advisors provides services to over 1,000 clients across the United States. This includes retirement plan sponsors with over $2.2 billion in plan assets and thousands of employees. For more information, visit www.freedomonefinancial.com.
About vWise
vWise is a leading developer of rich-media internet applications based upon its E3 (that’s E-Cubed) architecture. Its SmartPlan Enterprise solution, which serves the defined contribution markets, and its SmartHealth solution, which serves the employee benefits market, use a proprietary mix of video and interactive technologies to help people better understand complex information and make personalized choices. For more information, visit www.vwise.com.
For more information, contact:
Gregory Newman
Chief Operating Officer
(949) 233-7588
gnewman at vwise.com
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