VMAX Solutions SmartPlan


Victory Fiduciary Consulting utilizes VMAX Solutions’ Smart Plan, an industry award-winning, smartplan-logo-200interactive, employee engagement and enrollment software program to augment our 401k plan participant services.

SmartPlan features virtual instructors, actors John and Arlene, who serve as instructive hosts. They guide employees through an interactive experience to discover their individual retirement needs and risk tolerance. Plus, SmartPlan is available 24-hours a day, across a variety of platforms including web, iOS, Android and Windows Mobile, making it easy for user accessibility.

SmartPlan effectively leads employees to take action and be retirement ready. This revolutionary, interactive, individual experience engages, educates and enrolls employees with their company retirement plan. SmartPlan helps increase 401k participant participation and deferral rates on more plans in less time.

In today’s highly regulated marketplace, proving that you’re meeting your fiduciary responsibilities is essential. SmartPlan has a fiduciary feature called VMAX Fiduciary, which provides Plan Sponsors with a permanent audit trail of every employee’s education and records all session data, investment choices and deferral elections. This includes individual pages viewed, modules completed and video views. VMAX Fiduciary also monitors the time and device used for each session.

Because your plan can be reviewed at any time, it’s important to maintain documentation. VMAX Fiduciary ensures that you’ll have permanent records of employee education, plan information viewed, responses given and other interactions.

SmartPlan has won numerous awards, including the 2008 First-Place Eddy Award for Best Multimedia Solution (Client: The Hartford); 2010 First-Place Eddy Award (Client: MGM Resorts); and the 2010 Retail Retirement Income Communications Award.