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)

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**
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.