SmartPlan

A Smarter Way to Manage Retirement Plans

Cherry Bekaert Benefits Consulting is pleased to offer SmartPlan, an innovative, easy-to-use interactive online tool featuring friendly hosts that help plan participants determine their individual retirement income needs, appropriate risk profile, and investment choices.

Now your plan participants can quickly and easily learn about their retirement plan, enroll or even update their choices 365/24/7. Live video hosts discuss the benefits of participation, and then guide viewers through an interactive process that can help your plan participants choose investments and contribution amounts. The video modules are easily broken down into chapters where they can learn:

SmartPlan video hosts provide your participants with a comprehensive overview of their 401(k) and instructions on how to maximize their plan in just a few minutes. Once your participants complete their selections, all their choices are uploaded to the plan database.  Your employees will be able to create a personalized Investor Profile that will help guide them through their plan investment decisions. And they can come back as often as they like to update their choices.

Key Benefits of SmartPlan:

The SmartPlan application is fully integrated into the participant website, and is design to educate, entertain and engage employees. Ask a Cherry Bekaert Benefits Consulting professional more about SmartPlan today.

Download the SmartPlan Overview PDF

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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