Get the YourPlan.info Portal, the customized retirement plan information website that provides objective financial education for your employees, and you will be giving them important resources they need for a financially healthy future.
Working in partnership with you, the employer, we create 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.
403(b) regulations 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 YourPlan.info Portal is a great place to host the written plan, and a great tool for informing employees about their eligibility. Your benefits staff will appreciate this powerful human resource tool.
Are your employees taking full advantage of your plan? Do they even understand your plan? The web-based YourPlan.info Portal allows employees to learn about your plan in the comfort of their classroom, office or home, which means they will be better equipped to make informed retirement plan decisions.
Working in partnership with you, the employer, we create 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.
403(b) regulations 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 YourPlan.info Portal is a great place to host the written plan, and a great tool for informing employees about their eligibility. Your benefits staff will appreciate this powerful human resource tool.
Are your employees taking full advantage of your plan? Do they even understand your plan? The web-based YourPlan.info Portal allows employees to learn about your plan in the comfort of their classroom, office or home, which means they will be better equipped to make informed retirement plan decisions.
The YourPlan.info Portal is brought to you by Dan Otter, author of Teach and Retire Rich, which Vanguard founder John Bogle called “Right on!” Dan also operates the nationally recognized website on the 403(b) retirement plan, 403bwise.com, that has been featured in the New York Times, Newsweek, The Wall Street Journal, USA Today, and The Washington Post. Dan has appeared on NPR’s Sound Money and Bob Brinker’s Moneytalk.
If you would like more information about the YourPlan.info Portal, please send us an email with your name, title, school or school district name, contact information, and the best times to reach you.
We will follow up with you within 24 to 48 hours.
