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Introducing SmartPlan Enterprise. This
revolutionary interactive video-based system is proven to increase
plan participation, helping to fulfill fiduciary duty while reducing
the need for print communications and on-site meetings.
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Key
Benefits:
- Higher enrollment
- Increased contribution levels
- Fewer on-site live meetings
- Improved financial education
- Reduced support costs
- Fulfillment of fiduciary duty
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SmartPlan is designed to educate, entertain and
engage employees. Video hosts discuss plan features and the benefits
of participation, and then guide users through an interactive
process that helps them discover their individual retirement
needs and risk profile, as well as choose plan investments and
contribution amounts. And SmartPlan Enterprise is fully integrated
with the provider database, facilitating automated user enrollment
and updates.
SmartPlan is fully customizable. Brand it with
a provider or sponsor logo, and choose which plan provisions
our hosts will discuss, such as auto-enrollment, loans, and matching
contributions. A comprehensive user administration portal makes
it easy to create and manage an unlimited number of custom versions.
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