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 Success^TM