In an effort to provide a more informative and intuitive online experience,
PlanNet enhancements are designed to improve navigation for quicker access to plan management tools, along with more prominent displays of key plan information, such as plan investment balances and participant activity. Similar enhancements have been made to its Personal Savings Center, in an effort to provide easier access to investment management tools and more prominent displays of key account information, such as current balance, investment return, contribution history and loan activity.
“These upgrades are a direct result of our strong collaboration with plan advisors and their clients,” said Harley Spring, VP of Plan Services. “As a result of their feedback, our customers’ online experiences are now more intuitive and streamlined, making it easier to quickly access the most important information.”