OVERVIEW    

An Engagement Engine

SmartPlan is a revolutionary interactive-video software system that increases retirement plan participation, helps fulfill fiduciary duty, and reduces expenses for meetings, travel, plan booklets, postage, and other costs.

Introducing SmartPlan Enterprise: an "engagement engine" that combines the power of multimedia outreach, HDTV, and interactive software, to foster:

  • Higher enrollment
  • Increased contribution levelsFosters deeper relationships with participants
  • Improved financial education
  • Reduces plan costs
  • Helps fulfill fiduciary duty

SmartPlan is designed to engage employees in their retirement plans. Powerful multimedia outreach drives employees to the sophisticated online SmartPlan environment, which provides a personalized experience. 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 tolerance, as well as choose plan investments and contribution amounts.