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Designed to help employees
better understand their individual retirement goals and how a
401(k) plan can help them achieve those goals, SmartPlan allows
you to deliver many of the benefits of a live on-site meeting,
without the expense.
SmartPlan Advisor combines an interactive
video-based interface with a comprehensive set of
promotional tools — including automated email and vHost video
ads, user tracking and
analytics, as well as convenient links — to create a powerful
new way to educate
and engage employees, and foster long-term commitment to the
plan.
The SmartPlan 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. When launched, the
program looks and sounds just like a TV show. 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. Users can
also find relevant text-based information, such as a glossary,
support, and disclosures.
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. A copy of each profile can be emailed to users for
reference when they enroll or make updates at the plan website.
Supercharge Your 401(k) Plan
Today
The SmartPlan system is a hosted solution, designed to incorporate
seamlessly and affordably into your plan outreach program.
Visit smartplanadvisor.com or call vWise today, to learn how
you can supercharge your 401(k) plan, with SmartPlan
Advisor.
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