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Company Retirement Plans: Technology

Our Intuitive On-Demand Platform

Our tech-driven retirement plan platform has several advantages for both employers and employees. To start, employers are provided on-demand accessibility to plan information and dashboards, making it easy to track progress and ensure compliance.

From the outset, participants are in for an intuitive journey. Whether on a laptop, tablet, or mobile device, participants will see their investments and balances in responsive, graphic designs, making it a faster, friendlier user experience. The platform also offers a no-friction portal to financial education resources, so employees can learn more about retirement planning and make informed decisions about their finances. Participants can quickly make an investment election, transfer balances, and change contributions. At their leisure, they can take advantage of the financial educational tools and a retirement calculator to help them pursue their goals.

And because the platform is tech-driven, it is constantly updated with the latest changes in tax laws and investment options, so employers can be confident that their retirement plans are always up-to-date.

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Features of Our Tech-Driven Retirement Plan Platform

icon that represents online experience Streamlined Experience for Plan Sponsors
  • Streamlined reporting and the ability to see your plan data more easily
  • Enhanced payroll functionality that makes submitting data and validating census information fast and comprehensive
  • Online enrollment allows you to focus more of your time on running your business
  • A dedicated customer service team
icon of mouse click online Participant’s Intuitive and Transparent Experience
  • Access financial wellness tools, retirement calculators, and a participant call center
  • Make investment elections, transfer fund balances, and change contributions via a secure app or laptop
  • Enjoy a user-friendly experience that focuses on enhanced functionality and responsive designs, leading to increased engagement
icon of technology security symbol State-Of-The-Art Technology

These functionalities are built on a foundation of state-of-the-art technology and enhanced cybersecurity that not only frees up your time as a plan sponsor but is designed to also help give you peace of mind.  With a focus on streamlined information and deeper integration, plan sponsors have a plethora of tools at their fingertips. Sponsors can see data in an easily understandable format, allowing them to efficiently synthesize data and make informed decisions.

The responsive, mobile-friendly design uses easy-to-understand visuals to create a simple and—most critically—a consistent journey for plan sponsors and participants alike.

Savant Views & News

September 24, 2024

A New Retirement Reality: Working Beyond the Traditional Age

The traditional retirement age of 65 is fading. Rising costs and longer lifespans mean many Americans are working past their prime. A recent survey found most middle-class Americans lack retirement confidence. Financial needs, a desire for work, and workplace changes drive this shift.
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September 19, 2024

Form 5500 and Your Retirement Plan

While most plan sponsors leave the filing of the annual Form 5500 to their plan providers, it’s still important to understand what’s “under the hood” for this important document.
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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.