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Products January 13, 2010
Freedom One Adds vWise SmartPlan to Platform
January 13, 2010 (PLANSPONSOR.com) - Freedom One Financial Group has
added vWise SmartPlan Enterprise to its education and communication service
offering to plan participants.
Reported by Rebecca Moore
A vWise press release said SmartPlan Enterprise provides the benefits of a personal financial professional in a Web site. The solution combines a video-based presentation of detailed financial information with an interactive application that prompts users to make informed investment decisions.
vWise video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected plan features — such as auto-enrollment, matching contributions, and loans — that plan sponsors can customize. Using interactive forms, the video hosts then guide participants through a short process, including individual retirement needs and risk profile surveys and selection of investment types and contribution amounts, and generates a personalized investor profile, according to the announcement.
For more information, visit https://www.freedomonefinancial.com/ or http://www.vwise.com.
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