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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)
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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