RESULTS: TESTIMONIALS    

Watch and Read What Our Clients Are Saying...

Video Testimonials

SCREEN SHOT   NAME TIME
  Personalized Experience 1:42
  Increased Contributions 2:47
  New Technology 1:30
  Cost Savings 1:35

 

Client Quotes

"SmartPlan Enterprise helped us win The Carle Foundation Hospital $300M retirement plan away from Fidelity."

John Blossom
CEO, Alliance Benefit Group

 

"SmartPlan helps us increase business with our advisor network. It helps to differentiate them from their competitors."

Kimberly A. St. Pierre, APA
President, Retirement Alliance

 

"Using SmartPlan we have seen retirement plans go from 50% participation to over 90% participation."

Teresa Wood, QKA, ARPS
Senior Vice President, Information Systems
Alliance Benefit Group