ALISO VIEJO, Calif., June 7, 2010 — vWise Inc. today announced that RSI has chosen SmartPlan Enterprise solution to enhance the capabilities of its Defined Contribution Investment Only (DCIO) partners, and Wilmington Trust is the first RSI DCIO partner to debut the new solution.
"We are always looking for ways to enhance the value of our platform, especially for our DCIO partners like Wilmington Trust, and SmartPlan Enterprise gives us an exciting new capability," RSI President Kasey Price observed. "The ability to customize the SmartPlan participant experience was a key factor in our decision. Wilmington Trust has chosen a custom-branded version of SmartPlan that perfectly complements their other communications and education materials."
"We are pleased that RSI has seen the value of SmartPlan as a way to lower costs and win new business," observed 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, and loans. 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.
About Retirement Strategies Inc.
Retirement Strategies Incorporated (RSI) was conceived on the idea that boutique service could be offered to employer-sponsored retirement plans. Since 1997 we have assisted the small to mid-size employer in designing the appropriate retirement plan to fit the needs of its owners and employees. We are committed to providing services to our clients in a timely, accurate, secure and cost-effective manner. RSI is dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs and give employees a sense of security. For more information, visit http://www.rsi401k.com.
About vWise
vWise is a leading developer of rich-media Internet applications based upon its E3 (that's E-Cubed) architecture. Its SmartPlan solutions serve the defined contribution markets with a proprietary mix of video and interactive technologies to help employees better understand complex information and make personalized choices. For more information, visit http://www.vwise.com.
For more information, contact:
Gregory Newman
(949) 716-1277
Email
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