Category SmartPlan

Jul
14
2017

SmartPlan Is Exactly What Your TPA Firm Needs

A Testimonial From PlanPerfect Over the past several years, the financial services industry has experienced a wave of innovation. Unfortunately, even with recent advancements in technology there is still a large gap to fill in employee retirement education. While speaking with employees, they often share their confusion about retirement options, like their 401(k) plans. Having […]

Oct
3
2016

SmartPlan Usability

When it comes to retirement, the two most important things you can do are to actually enroll in a plan, and prepare for retirement based on your needs. Unfortunately, businesses spend billions of dollars and waste time with countless education & enrollment meetings, yet have failed to increase the rates that people actually participate in […]

Oct
3
2016

SmartPlan Confidence

When it comes to retirement planning, knowing about what your retirement needs are, what you need to do to enroll, and what kind of contribution to set, are all very important. Companies put millions of dollars each year into programs that are based around increasing the knowledge of their employees about their retirement, with the […]

© 2018 PlanPerfect, Inc. All Rights Reserved.

Enjoy this blog? Spread the word!

Skip to toolbar