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 Working in partnership with the employer, we design a customized, web-based information portal that contains all necessary plan information, forms, and vendor information unique to your plan. We also include easy-to-use online savings and distribution calculators. |
 New 403(b) regulations — which will go into effect January 1, 2009 — require employers to create and make available a written plan that explains the working of their plan, and to annually notify employees of their eligibility to participate. The Portal is great place to host the written plan, and a great tool for informing employees about their eligibility. Plus, benefits staff will appreciate having such a powerful human resource tool. |
Working in partnership with the employer, we design a customized, web-based information portal that contains all necessary plan information, forms, and vendor information unique to your plan. We also include easy-to-use online savings and distribution calculators. |
How are employees getting information about their retirement plans? Typically, education is provided by financial firms, most often in a sales environment. That's no way to learn about something as important as a retirement plan. Since it's web-based, the Portal allows employees to learn about their retirement plan(s) in the comfort of their classroom, office or home, which means they will be better equipped to make informed retirement plan decisions. |
| Find out how this tool benefits your employees. Back to overview |
| YourPlan.info is brought to you by Dan Otter, author of Teach and Retire Rich, which Vanguard founder John Bogle called "Right on!" Dan also operates nationally recognized websites on the 403(b) (403bwise.com) and 457(b) (457bwise.com) retirement plans that have been featured in Newsweek, The Wall Street Journal, USA Today, and The Washington Post. Dan has appeared on NPR's Sound Money and Bob Brinker's Moneytalk. |
