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

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Learn more
Call 800-345-6488 for a demonstration of Plan Health Pro®.