Plan Health Pro®
Plan Health Pro is a diagnostic assessment of retirement plan effectiveness. Using a series of single-select and multi-select questions, the online experience provides advisors with a process for examining and documenting their clients’ overall plan health and administrative roles and responsibilities. The sections include:
- Plan Objectives
- Plan Design
- Participant Communications
- Due Diligence
Plan Health Pro provides a Red, Yellow or Green scorecard at the end of the questionnaire indicating overall plan health. The output serves as historical documentation of plan effectiveness.
Actively Investing In Your SuccessTM
Call 800-345-6488 for a demonstration of Plan Health Pro®.