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Action is everything

We look forward to meeting you!

November 29, 2022

Moving financial futures forward for the Town of Woodbridge 457(b) Plan

Please review the materials below referenced throughout our discussion to learn more about the experience.



This presentation delivers our unique finalist experience.

FutureFIT statement

This statement uses personal data to view future monthly income and more.

Cybersecurity flyer

This flyer details our approach to prevent and protect against cyber threats.

The Power of Data

This flyer highlights information that can enable new payroll functionality for your plan and your employees.


This flyer contains information on our Plan Health Dashboard on SponsorFIT®.

Fixed Interest Flyer

This flyer provides an overview of our fixed income option.