Promote 401(k) Plan Participation and Your Practice, Using a Revolutionary New Solution

Introducing SmartPlan Advisor

This revolutionary online, fully interactive, video-based 401(k) plan engagement system provides the benefits of live on-site meetings, while driving participants to you for more personalized advice.

Educate. Entertain. Engage.

SmartPlan is designed to educate, entertain and engage employees. 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 profile, as well as choose plan investment types and contribution amounts.

SmartPlan is fully customizable. Brand it — with your logo or a sponsor’s — and choose which plan provisions our hosts will discuss, such as Roth 401(k), auto-enrollment, loans, and matching contributions. In fact, you can even give each sponsor its own custom version of SmartPlan. Your basic membership includes five separate customizations; and you can add more at any time.

Want to learn more? Visit How it Works...