SmartPlan Video Enrollment

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SmartPlan Video Enrollment 2017-03-23T21:51:51+00:00

RPG is pleased to offer our RPGFocus recordkeeping clients a revolutionary interactive, video-based retirement plan engagement system. When launched, the system looks and sounds just like a TV show. Video hosts show Participants everything they need to know about their Retirement Plan (with their Plan-specific provisions) in just a few minutes. Then, our hosts guide Participants through an interactive Q&A process that helps them discover their individual retirement needs and risk profile, as well as choose plan investments and contribution amounts. And SmartPlan keeps them coming back, with interactive tutorials on hot topics such as rollovers, market fluctuations, and others.

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