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You are: individual

I’m an individual or investor looking to take action to help secure my financial future.

I want to tackle the retirement and protection needs of individuals.

I want to learn more about your employer plan solutions and technology.

I want to log in to my account or learn more about retirement planning and enrolling.


I want to tackle the retirement and protection needs of individuals. This website content is intended for use by Financial Professionals.

Elevating experiences

Technology Enhancements

Get to know what is available now and what is coming

Participant website and mobile app

Making it easy to get started and stay on track. Simplicity and ease are at the forefront of upcoming enhancements.

  • Refresh mobile app and online portal with new navigation, added functionality and advanced security
  • Integrate financial wellness into digital experiences connecting key programs, partnerships and products
  • Amplify engagement through personal nudges to drive action

All of these great features, right at your fingertips

  • Simple enrollment that can be completed in less than 5 mins
  • Most frequented account information displayed in streamlined dashboard
  • Take a personal financial wellness self-assessment with the FutureFIT® Wellness Check
  • Interactive education modules available on FutureFIT University
  • Get a quick gap analysis with recommended asset allocation with the FutureFIT® Calculator
  • Engage Retirement Pathfinder® to set goals, model scenarios and develop a plan
  • Complete an array of account transactions including:
    • Designate beneficiary and trusted contact
    • Adjust asset allocation
    • Change contribution amount with option to auto escalate*
    • Review fund performance
    • Enroll in Roth if available by employer
    • Send messages and documents to financial professionals securely
*Auto-escalation may not be allowed by all plans.


Your one-stop shop for everything plan administration.

Data will power experiences and make plan administration easier.

  • Enable transparency, connectivity and expediency with digital workflows
  • Enhance SponsorFIT with new navigation, reporting, functionality and security
  • Amplify Plan Health Dashboard to include participant engagement metrics
  • Power API-enabled payroll services and remittance

Take control of your plan

  • Quick view of full plan information in simple dashboard
  • Immediately download pre-loaded reports or create your own
  • Review deep data-drill downs into individual information
  • Direct access to plan reviews for download
  • Access Plan Health Dashboard to view trends, set goals and inform decisions
  • New “My Tasks” section makes it easy to approve distribution requests, automate cash-out notices, review salary reduction agreements and more
  • Secure your plan and participant information with enhanced security
  • Conduct payroll services and remittance processing
  • Gain industry insights, review new programs and education campaigns in the Insights to Outcomes education section

Want to know more?

Let’s connect. We can share a detailed roadmap, enhancement specifics, and benefits of smart tech for you and your participants.

                RO 3198757 (1/2024)