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Benefits for Plan Sponsors

OnPlan's patent-pending Investment Guidance process avoids the liability and fiduciary issues associated with providing advice to participants.
 

OnPlan does not charge fees to the plan sponsor. It works with financial providers, who cover the cost of offering this service,  (participants expect investment assistance at no cost, and have been reluctant to use other systems that charge quarterly or annual fees).
 
OnPlan provides participants with greater control, via a complete end-to-end solution that includes;
  • goal setting,
  • asset allocation,
  • assistance with mutual fund selection, and,
  • portfolio monitoring.

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