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You are: individual

Financial Professional

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.

Hello

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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Hello

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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Elevating experiences

Technology Enhancements

Get to know what is available now and what is coming

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Participant website and mobile app

Making it easy to get started and stay on track. Simplicity and ease are at the forefront of upcoming enhancements.

  • Refresh mobile app and online portal with new navigation, added functionality and advanced security
  • Integrate financial wellness into digital experiences connecting key programs, partnerships and products
  • Amplify engagement through personal nudges to drive action

All of these great features, right at your fingertips

  • Simple enrollment that can be completed in less than 5 mins
  • Most frequented account information displayed in streamlined dashboard
  • Take a personal financial wellness self-assessment with the FutureFIT® Wellness Check
  • Centralized financial wellness guidance and education on the FutureFIT Wellness Center
  • Interactive education modules available on FutureFIT University
  • Get a quick gap analysis with recommended asset allocation with the FutureFIT® Calculator
  • Engage Retirement Pathfinder® to set goals, model scenarios and develop a plan
  • Complete an array of account transactions including:
    • Designate beneficiary and trusted contact
    • Adjust asset allocation
    • Change contribution amount with option to auto escalate*
    • Review fund performance
    • Enroll in Roth if available by employer
    • Send messages and documents to financial professionals securely
*Auto-escalation may not be allowed by all plans.

SponsorFIT®

Your one-stop shop for everything plan administration.

Data will power experiences and make plan administration easier.

  • Enable transparency, connectivity and expediency with digital workflows
  • Enhance SponsorFIT with new navigation, reporting, functionality and security
  • Amplify Plan Health Dashboard to include participant engagement metrics
  • Power API-enabled payroll services and remittance

Take control of your plan

  • Quick view of full plan information in simple dashboard
  • Immediately download pre-loaded reports or create your own
  • Review deep data-drill downs into individual information
  • Direct access to plan reviews for download
  • Access Plan Health Dashboard to view trends, set goals and inform decisions
  • New “My Tasks” section makes it easy to approve distribution requests, automate cash-out notices, review salary reduction agreements and more
  • Secure your plan and participant information with enhanced security
  • Conduct payroll services and remittance processing
  • Gain industry insights, review new programs and education campaigns in the Insights to Outcomes education section

Want to know more?

Let’s connect. We can share a detailed roadmap, enhancement specifics, and benefits of smart tech for you and your participants.

Get in touch

                RO 3198757 (1/2024)