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