Your plan at your fingertips

The enhancements we’re building into the plan sponsor experience come together in three simple ways: flexibility, administrative ease and a simple to navigate interface. All with the goal of making it easy to do business with us and helping your participants create a more secure financial future.

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Flexible, easy, simple

Migrating to our platform is simple for you. We do all the heavy lifting.

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No change to service team
No payroll formatting changes will be required
We provide all participant communication materials
Seamless plan experience
Transaction history retained
Assets transfer in-kind (not subject to market swings)

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Feature 1

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Feature 2

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Feature 3

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36%

increase in plan health for clients using the plan health index^*

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Robust plan health assessment, benchmarking and reporting, including
Outcome Optimizer^SM

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