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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)
SPECIAL INTRODUCTORY OFFER:
$49 per month for the first year, regardless of company size.*

*$49 per month rate applies to your first
12 months of membership. Thereafter, monthly fees will be
based on number of employees, as described below.
Call us for more details.
Monthly Fee Schedule**
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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.
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