An Affordable Hosted Solution
The SmartPlan system is a hosted solution, designed to incorporate seamlessly
and affordably into your plan outreach program without the need for integration with the recordkeeping database. The system features custom content that matches specific plan attributes
and custom branding to match a specific company identity. And there is
no limit to how many plans you can activate.
Start promoting your 401(k) plans properly, with SmartPlan Advisor. Contact us today to get started.
Key Benefits:
- Higher enrollment
- Increased contribution levels
- Fewer on-site live meetings
- Improved financial education
- Reduced support costs
- Fulfillment of fiduciary duty
- Tracking of user actions
