Education

Employers - A Path to a Better Retirement

All Aboard!

Provide a fun and engaging video enrollment process for your employees. SmartPlan encourages employees to enroll and supports your duty of tracking employee changes and educating them. Less work for you and more savings for them.

Engage, educate, and relax.

Employees - It's Never Been Easier

The Basics

You can enroll quickly and easily in your employer’s plan. The earlier you begin your retirement savings journey, the better you can define your retirement. Compounding interest may result in small gains now, but over time those gains compound continually. When it comes time to retire, the majority of your accumulated savings could be earnings. Mind blown!

If you don’t already have an account, use our sample Participant Web view to see what you’re missing. The User ID is 101111111 and the Password is 1111. Login and be sure to watch more great videos on the lower right.

Enroll, invest, and enjoy!

Calculators
Invest two minutes in one of these quick and handy tools to see if you are on track for retirement.

Let's Talk

We're here to answer your questions and invite you to get in touch with us at 1-866-687-6877 or use the Contact Us form.