Re-imagine how you engage with your retirement plan
Take a look at how we plan to transform experiences to improve plan health, employee engagement and retirement outcomes.
Smart retirement solutions
Make it easy
Let’s help you re-imagine how you interact with your retirement plan online. Quick engagement. Smart navigation. AI-driven administration. It’s what you can expect from the future of SponsorFIT®, your one-stop plan management portal.
Turn insights into action
Data insights, smart dashboards and enhanced experiences will truly transform your plan and your employees’ journey toward tomorrow.
Connect beyond today
Financial planning is personal. That’s why our enhanced approach to help employees ‘to and through’ retirement uses next-gen solutions and software to craft a custom plan for every investor.
Our latest innovations
Here’s what’s coming up:
FOR EMPLOYEES
Updated scheduling experience, directly connected to advisor calendars with ease of use.
Forms-less, conversational user experience to help people withdraw funds from their retirement account.
A cutting-edge AI solution, developed in partnership with Accenture, to aid our contact center agents and prompt them with live feedback to ensure first time right answers.
FOR EMPLOYERS
Seamlessly process payroll and establish direct connections to payroll partners minimizing administration demands.
Enable single-sign-on for partner services, like wellness providers or HRA partners, to create a seamless experience within our portal to create one, holistic solution for you to manage multiple benefits.
Reviewing and ensuring our service team has immediate access to up-to-date and accurate information on plan design and service requirements to help answer participant questions quickly.
Automated support to ensure we’re processing fees associated with our partnership accurately and timely, freeing our internal team up to focus on service.
RO: 1400242 (04/2025)