A hosted solution, integrated with your participant database.

All SmartPlan solutions are hosted in a distributed server environment, ensuring fast, reliable access 24/7/365. Two-way integration with the provider database gives SmartPlan Enterprise the ability to deliver a custom experience, and send participant information and choices back to the provider database. 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 selections 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)
• Custom features, in addition to those listed above, are available for an additional fee
  

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.