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.
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.