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
  • Investments
  • 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

Plan Health Pro will be down for maintenance beginning
7 p.m. Central Friday, February 5 through 8 a.m. Central Monday, February 8. You will not be able to log in during this timeframe. At this time, we will also be updating several questions and refining our scoring model. If you wish to retain your reports under the old questionnaire, please save a PDF copy before February 5.

/planhealthpro/login/login.jsp loginForm

 
Learn more
Watch this video or call 800-345-6488 for a demonstration of Plan Health Pro®.