Our iPlan.iSave.iBenefit.SM program establishes a relationship with your employees – based on their preferences, needs, and lifestyles. We combine personal and meaningful communications with tools and guidance that reduce the time and action required to meet employees’ long-term goals.
Individual – Planning for retirement is a personal matter. That’s why our educational approach focuses on the individual, with targeted behavior-based communications from enrollment through life stage changes to positively influence participation rates, savings rates and portfolio allocation decisions.
Interactive – Involvement helps your employees learn and make decisions better. It starts with customizing the enrollment experience to meet the specific knowledge levels of your employees. Scenarios and demonstrations in our education meetings bring the hypothetical to the realistic, helping your employees build confidence in their decisions.
Integrated – Delivering a variety of educational programs, communications, and tools at various stages increases the impact of messages that guide your employees toward a more secure financial future.
Account Management Communications
Save Smart®
For increasing plan contributions automatically by 1, 2, or 3 percent annually on any chosen date.
Automatic Account Rebalancing
To automatically rebalance account investments on a periodic basis to maintain a selected portfolio allocation.
Morningstar® Retirement ManagerSM
An advice service that provides specific personalized recommendations to participants who would like additional help with their retirement planning and asset allocation.
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