ALISO VIEJO, Calif., Jan. 13, 2010 — vWise Inc. today announced that Freedom One Financial Group, Clarkston, Michigan, has added SmartPlan Enterprise to its education and communication service offering to plan participants. Freedom One joins an elite group of retirement plan consultants, providers, and TPAs who offer SmartPlan Enterprise as a solution to reaching retirement success.
"We will roll out SmartPlan Enterprise February 1 and expect it to quickly become a must-have across our client base," Freedom One President and CEO Mark Wayne commented. "SmartPlan Enterprise is the solution. You see, industry research proves participants want the ability to enroll quickly and easily and feel their future is being handled by the experts."
"Freedom One continues to offer their clients the latest and greatest technology, and SmartPlan Enterprise keeps them on the cutting edge," remarked vWise President Tony Mingo.
About SmartPlan Enterprise
Designed to help average investors better understand their retirement plans, SmartPlan Enterprise provides the benefits of a personal financial professional in a website available 24/7/365. By combining a video-based presentation of detailed financial information with an interactive application that prompts users to make informed investment decisions, SmartPlan Enterprise can help increase plan enrollment, raise participant contribution levels, and reduce support costs.
The SmartPlan Enterprise participant environment features a familiar interface that makes it easy to navigate, even for novice users, and allows a participant to go at his or her own pace. Our video hosts offer a brief video overview of 401(k) basics, followed by a discussion of selected features — such as auto-enrollment, matching contributions, loans, etc. — that you can customize. Then, using simple interactive forms, our 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, that generates a personalized investor profile.
The SmartPlan Enterprise system is integrated with a provider's participant database to deliver a custom experience and allow upload of participant choices. It also includes an administration portal that provides a comprehensive suite of tools in a simple menu-driven format that anyone can use, even web novices. And with pre-designed email templates and custom analytics, managing plans is as easy as pressing a few buttons.
About Freedom One Financial Group
Freedom One Financial Group is one of the nation's largest full-service 401(k) plan consultants. For over 20 years, Freedom One team members have specialized in providing state-of-the-art employee communications, retirement planning, and administrative services. Freedom One's excellence has been rewarded with nearly 100% client retention. For more information, visit FreedomOneFinancial.com or call 248.620.8100.
About vWise
vWise is a leading developer of rich-media Internet applications based upon its E3 (that's E-Cubed) architecture. Its SmartPlan Enterprise solution, which serves the defined contribution markets, uses a proprietary mix of video and interactive technologies to help people better understand complex information and make personalized choices. For more information, visit http://www.vwise.com.
Contact:
Gregory Newman
(949) 233-7588
Email
http://www.vwise.com
# # #