Company Retirement Plans: Technology
Our Intuitive On-Demand Platform
Our tech-driven retirement plan platform has several advantages for both employers and employees. To start, employers are provided on-demand accessibility to plan information and dashboards, making it easy to track progress and ensure compliance.
From the outset, participants are in for an intuitive journey. Whether on a laptop, tablet, or mobile device, participants will see their investments and balances in responsive, graphic designs, making it a faster, friendlier user experience. The platform also offers a no-friction portal to financial education resources, so employees can learn more about retirement planning and make informed decisions about their finances. Participants can quickly make an investment election, transfer balances, and change contributions. At their leisure, they can take advantage of the financial educational tools and a retirement calculator to help them pursue their goals.
And because the platform is tech-driven, it is constantly updated with the latest changes in tax laws and investment options, so employers can be confident that their retirement plans are always up-to-date.