We continue to elevate experiences by making significant enhancements in digital solutions and engaging content to help create brighter futures for your clients and their employees.
Take a look at our 2022 Experience Milestones to see what we’re working on this year.
| New Solutions | Continued Investments | |
|---|---|---|
Plan Sponsor Experience
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Leveraging data to power experiences Public APIs (Application Programming Interface) enables two-way, real-time payroll integration with advanced security features The Plan Health Dashboard, available on SponsorFIT®, helps define plan goals, set actions and track progress New Dynamic Participant Engagement Platform creates dynamic participant communications that are sent based on data and actions, offering deeper insights and advanced reporting Total Retirement Services creates a symbiotic experience for administering defined contribution and defined benefit plans In-Plan Income Solution allows for flexibility and control that will be paired with an interactive user experience to help inform decisions |
Advancing self-service and security Automated force out letters for participants contributing less than $5k available through SponsorFIT to help simplify process and quicken distributions Expanding security features to continue advancing protection on core platforms
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Participant Experience
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Providing direct access to education that motivates action New FutureFIT® Wellness Check offers a quick and interactive financial wellness assessment that delivers a personalized action plan aligned with needs Digital FutureFIT Retirement Readiness Letters available for email distribution to help expand reach and encourage engagement
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Streamlining experiences and advancing security Roth Enrollment models guided process after pretax experience available online or via mobile app Retirement Manager participant experience includes enhanced navigation, added security and robust education Modernized Client Care Center boasts faster call routing and more self-service options |
Consultant Experience
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Enhancing access, transparency and options New Consultant Portal creates single access point to review plan sponsor accounts and inform decisions Advisor Managed Accounts offers registered investment advisors (RIA) the ability to create plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar |
Improving investment offerings and internal processes Enhancing Plan Onboarding Experience by enabling automated workflows and digital interfaces for increased efficiency Advanced Financial Professional CRM System offers deeper insights into activity for reporting and more impactful participant engagement
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