A Comprehensive Outreach System That You Can Manage at the Push of a Button

SmartPlan gives everything you need to reach out to participants on their time, anytime, and engage them with a powerful interactive video program. In addition to our award-winning SmartPlan application, your SmartPlan Advisor membership gives you access to a powerful suite of tools, including automated email outreach, analytics, video "ads" and more.

SmartPlan combines an 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 convenient links to you — to create a powerful new way to educate and engage employees, and foster long-term relationships.

The SmartPlan Application: Powerful Features,
in a User-Friendly Format

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 401(k) basics, followed by a discussion of selected features — such as auto-enrollment, matching contributions, loans, etc. — that you can customize. 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 short process, including individual retirement needs and risk profile surveys, and selection of investment types and contribution amounts, that generates a personalized investor profile. A copy of each profile can be emailed to you, and to users for reference when they enroll or make updates at the plan website.

Easy-to-Use Web-Based Administration Portal

The SmartPlan administration portal provides a comprehensive suite of tools in a simple menu-driven format that anyone can use, even web novices. Setting up your SmartPlan account takes just a few minutes. And with pre-designed email templates and custom-tailored analytics reports, managing your plans is as easy as pressing a few buttons.

The portal contains answers to the most frequently asked questions — but, of course, we're here if you have any trouble! Our customer support representatives can walk you through the setup and configuration of your SmartPlan applications, and answer any questions you may have about the many features available in the administration portal.

Have Questions? Call us: 949-716-1271