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Introducing SmartPlan Educate. This
revolutionary online, fully interactive, video-based 401(k), 403(b) and 457 plan engagement system provides the benefits
of live on-site enrollment meetings, and year-round plan management.
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Key
Benefits:
- Higher enrollment
- Increased contribution levels
- Fewer on-site live meetings
- Improved financial education
- Reduced support costs
- Fulfillment of fiduciary duty
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SmartPlan is designed to educate, entertain and
engage employees. Video hosts discuss plan features and the benefits
of participation, and then guide users through an interactive
process that helps them discover their individual retirement
needs and risk profile, as well as choose plan investments and
contribution amounts.
SmartPlan is fully customizable. Brand it with
your logo or a sponsor's, and choose which plan provisions
our hosts will discuss, such as auto-enrollment, loans, and matching
contributions. A comprehensive user administration portal makes
it easy to create and manage your plan.
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