A powerful 401(k) and 403(b) plan outreach system, in a customizable user-friendly format.

Designed to help employees better understand their 401(k) and 403(b) plans, SmartPlan provides the benefits of a financial professional, without the expense.

SmartPlan Enterprise combines an easy-to-use interactive video-based interface with a comprehensive set of promotional tools — including automated email and vHost video ads, user tracking and analytics, as well as links to the provider database — to create a powerful new way to educate and engage employees.

The SmartPlan environment features a familiar interface that makes it easy to navigate, even for novice users, and allows a participant to go at his or her own pace. When launched, the program looks and sounds just like a TV show. Our video hosts offer a brief video overview of plan basics, followed by a discussion of selected features — such as auto-enrollment, matching contributions, loans, etc. — that you can customize for each sponsor’s plan. Users can also find relevant text-based information, such as a glossary, support, and disclosures.

Using simple interactive forms, our video hosts then guide participants through a complete process, including individual retirement needs and risk profile surveys, and selection of investments and contribution amounts, that generates a personalized investor profile. And because SmartPlan Enterprise is integrated, each participant’s profile is updated in the provider database automatically.

The SmartPlan Enterprise system is a hosted solution, designed to incorporate seamlessly into your outreach program for just pennies per participant per month. Visit vwise.com or call us today to learn how you can be more effective efficient, and smart, with SmartPlan.