A hosted solution, with no setup fees.

All SmartPlan solutions are hosted in a distributed server environment, ensuring fast, reliable access 24/7/365. The SmartPlan system is modular in its construction, giving users the ability to easily create custom plans for each sponsor. Using a simple administration interface, users can specify features and options for each plan, including:

• Company logo, colors, plan name, sponsor plan website URL
• Plan provision video modules: auto-enroll, matching, vesting, Roth, etc.
• Investment category types available in each Plan
• vHost video ads, ready to be placed on sponsor intranet or plan site
• Menu-driven email outreach system
• Content updates included (quarterly and annually)

Monthly Fee Schedule**
ELIGIBLE EMPLOYEES	≥ 250 PLANS	≥ 500 PLANS	≥ 1,000 PLANS	≥ 2,000 PLANS	≥ 5,000 PLANS
≤ 10	$10	$8	$7	$6	$5
11 - 25	$15	$12	$10	$8	$7
26 - 50	$25	$20	$15	$12	$10
51 - 100	$35	$30	$25	$20	$15
> 100	$50	$45	$40	$35	$30

** Provider shall be billed according to the number of active Plans during a billing period, but not less than a minimum of $2,500 per month total.