Benefits for Individuals

	OnPlan is offered free of charge by a financial provider and is always available through the Internet.
	Patent-pending Investment Guidance process offers individuals a complete end-to-end solution that enables them to:
	Determine personal risk profile. Set an optimized asset mix. Select appropriate mutual funds from a pre-set universe. Execute mutual fund trades. Receive Alerts about changes in their asset allocation or selected funds. Evaluate and adjust investments and plan on an ongoing basis.
	Easy to use and highly interactive, OnPlan already includes personalized account data.
	Patent-pending mutual fund selector helps individuals to pick funds based on personal preferences.
	OnPlan's WakeUp CallTM and intelligent messaging Alerts, help individuals to keep their retirement plan on target.
	Integrated electronic mutual fund exchange and contribution election changes allow individuals to take action immediately.

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