Services

Retirement Alliance takes an approach to participant enrollment and ongoing communication that is geared toward achieving higher enrollment numbers, increasing contribution levels, improving financial education, reducing support costs and assisting Plan Sponsors in the fulfillment of their fiduciary responsibilities. Through the use of the SmartPlan EnterpriseSM tool described below, Plan Sponsors are empowered to better manage employee “downtime” costs by having the option of augmenting or replacing on-site “live” employee education meetings. And, with supporting analytics that track participant visits and actions taken, SmartPlan helps Plan Sponsors document the prudence they have exercised in fulfilling their duty to provide education to plan participants.

• Multi-media enrollment and education meetings
  
  • In person: Delivered locally through a national footprint of more than 60 professional educators located across the country (including many who are bi-lingual)
  • Video-based: Available “on demand” when it is convenient for Participants, SmartPlan Enterprise is an online, interactive, video-based participant education and communication module that is customized to reflect the plan design and investment options of each Plan
• Behavioral-based targeted communications to participants
• Quarterly participant e-statements with on-demand capabilities
• Participant portal offers access to account information, transactions, tools and resources
• Mobile applications offers plan participants access to account information and the ability to initiate transactions
• Dynamic and responsive participant call center team delivers personalized attention