SmartPlan Offers a Number of Hosted Video Tutorials That Guide Users Through the Planning Process.

It Can Be Easily Accessed at Any Time Through the Account Login Portal.

The 5 Simple Steps Toward Retirement

Everything is broken down into 5 simple steps for your employees to become informed and make important decisions about their retirement plans.

1. Plan Basics – This first step is to outline how your company’s retirement plan works, what investment options are available, and any plan specific options that they need to consider.
2. Estimating Retirement Needs – The second step is to gauge your employees needs, see how big of a role their plan will play in their retirement, and see how much they should be putting away to save each month.
3. Matching Investment Options – The third step is to conduct a risk analysis based on their personal financial situation and see which investment options fit most appropriately.
4. Selecting Investments – Based on the analysis and breakdown in steps 2 and 3, it’s now time for your employees to select their investments from your plan’s fund lineup. Smart Plan makes selecting funds clear and simple.
5. Choose Contribution Amount – Your employees will use a simple slider tool to increase or decrease their investment. As they move the slider, it will also visualize how much their investment will affect their long term savings.