As an industry leader in corporate retirement planning, PlanPerfect is proud to offer SmartPlan; a new retirement platform designed to make it easier to enroll and educate your employees on your company’s retirement plan, so they can start on the path to a better, brighter future.
SmartPlan allows your employees log in to an interactive retirement platform where they can receive educational sessions and manage their plans anytime and anywhere. The platform is full of engaging resources and personalized tools that make it simple for your employees to understand their plan and customize it based on their needs.
Everything is broken down into 5 simple steps for you employees to become informed and make important decisions about their retirement plans.
Once all of those steps are complete, your employees will be able to review and finalize their selections. After they finish their SmartPlan session, they will receive a full record of their entire visit, from their employee education sessions, investment choices, or deferral elections. This makes it easy for them to go back and see the changes & choices that they made during that last session.
SmartPlan is designed to be simple for your employees, so you can help them become more retirement ready with your company. In addition, the platform helps you meet your fiduciary responsibilities with detailed recordkeeping. Here’s a quick list that outlines the main benefits of the SmartPlan retirement platform:
Get the details you need about the usability and effectiveness of SmartPlan in these downloadable PDFs.
Come to the retirement planning professionals here at PlanPerfect to start building a better future for your company & employees. We have the expertise and tools to help you create the best retirement program and experience. Just contact us today at firstname.lastname@example.org or call at 949-223-8397 or submit our website contact form.