HOW IT WORKS: USER EXPERIENCE    

Personalized, Interactive-Video User Experience

The SmartPlan user experience is designed to reside within a secure participant website, and work in conjunction with the plan recordkeeping database to deliver a personalized experience. (A non-integrated version of SmartPlan can be deployed, utilizing many of the features and functionality of the integrated version.)

When SmartPlan is launched within the plan website, video hosts offer a video overview of plan features — such as auto-enrollment, matching contributions, and loans — that is customizable for each employer's plan. Using simple interactive forms, our video hosts then guide participants through a complete plan enrollment or update process, including individual retirement needs and risk tolerance surveys, selection of investments and deferrals by percentage of pay or dollar amount.