PlanWise app for iPhone and iPad

PlanWise is a tool designed for the Retirement Consultant community to assist in gathering information and completing discovery to advise and provide solutions to plan sponsors in the higher education retirement market space. Upon submission of the questionnaire, advisors will receive an information packet that contains information related to vendor management, investment menu simplification, competing priorities and conversion scenarios. Information is provided to position advisors in a consultative role to assist plan sponsors in making informed decisions related to their retirement program.