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A look ahead.

2022 Experience Milestones

We continue to elevate experiences by making significant enhancements in digital solutions and engaging content to help create brighter futures for your clients and their employees. 

Take a look at our 2022 Experience Milestones to see what we’re working on this year.

 New SolutionsContinued Investments

Plan Sponsor Experience 










Leveraging data to power experiences

Public APIs (Application Programming Interface) enables two-way, real-time payroll integration with advanced security features

The Plan Health Dashboard, available on SponsorFIT®, helps define plan goals, set actions and track progress 

New Dynamic Participant Engagement Platform creates dynamic participant communications that are sent based on data and actions, offering deeper insights and advanced reporting 

Total Retirement Services creates a symbiotic experience for administering defined contribution and defined benefit plans 

In-Plan Income Solution allows for flexibility and control that will be paired with an interactive user experience to help inform decisions 

Advancing self-service and security 

Automated force out letters for participants contributing less than $5k available through SponsorFIT to help simplify process and quicken distributions 

Expanding security features to continue advancing protection on core platforms







Participant Experience





Providing direct access to education that motivates action 

New FutureFIT® Wellness Check offers a quick and interactive financial wellness assessment that delivers a personalized action plan aligned with needs  

Digital FutureFIT Retirement Readiness Letters available for email distribution to help expand reach and encourage engagement


Streamlining experiences and advancing security

Roth Enrollment models guided process after pretax experience available online or via mobile app

Retirement Manager participant experience includes enhanced navigation, added security and robust education

Modernized Client Care Center boasts faster call routing and more self-service options

Consultant Experience





Enhancing access, transparency and options

New Consultant Portal creates single access point to review plan sponsor accounts and inform decisions  

Advisor Managed Accounts offers registered investment advisors (RIA) the ability to create plan-specific investment portfolios and leverage the proprietary portfolio assignment process from Morningstar


Improving investment offerings and internal processes

Enhancing Plan Onboarding Experience by enabling automated workflows and digital interfaces for increased efficiency

Advanced Financial Professional CRM System offers deeper insights into activity for reporting and more impactful participant engagement