Benefits platform & services

Better results for

Participants

More successful retirement outcomes.

Sponsors

Greater participation rates and employee retention.

Advisors

Increased business growth and client retention.

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See the Whole Picture

Dashboards enhance visibility at both aggregate and detailed levels.

  • Participants see total benefits view across plans.
  • Sponsors monitor benefits at plan and organization levels.
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FOCUS on outcomes

See information in context of overall retirement goals and plan health.

  • Participants can easily plan with My Forecast tool. Guidance against retirement goals is provided in context throughout the experience.
  • Sponsors can improve plan administration through strong reporting tools and measurement of key plan metrics.
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Easy to use

Navigation is enhanced for common tasks with additional guidance for more complicated processes.

  • Shortcut menus give quick access to common actions.
  • Complex interactions for participants are facilitated with a step-by-step wizard.
  • Sponsors gain efficiency with online tools, eliminating the pain of administration.
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Accessible anytime, anywhere

Experience is optimized for mobile, tablet, and desktop - and everything in between.

  • All sites work on tablet and desktop so participants and sponsors can access when, how and where they want.
  • Participants have specific mobile-optimized experience for key actions and behaviors.