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I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.

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I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

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Improve plan management

Manage better with better tech

Let SponsorFIT®, your online plan portal, help you stay focused on what really matters—your employees.

Featuring a streamlined, efficient way to manage your plan. With SponsorFIT, you can: 

  • Review your plan with a clear snapshot of key metrics
  • Gain real-time insights through advanced reporting
  • Manage plan and participant requests directly online

Explore the experience to learn how it can make your plan administration easier. 


Define plan health

Discover what plan health means to you and your organization with the Plan Health Dashboard, available exclusively on SponsorFIT. With the plan health dashboard, we can create collaborative strategies that will leverage insights to help you make decisions for your plan.

Check it out

Let's connect

Learn more about how our technology can help you better manage your plan.

Request a meeting

Who we are

We make it possible for more people to take action in their financial lives for today and tomorrow.

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What we offer

Providing an expansive suite of innovative solutions to help you make progress toward a more secure future.

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RO 4322517 (3/2025)