At a glance
SmartChoice is designed to give plan sponsors and participants more.
- My Security Benefit mobile app for participants
- Participant financial health and wellness suite
- Quarterly Plan Health Reports Standard Features for Every Plan
- Plan Sponsor access, reports, approvals online
- Participant online access for account review and transactions
- Participant Managed Account option from Morningstar
- Online Enrollment Option
- No proprietary funds; fixed account available
- Quarterly plan investment report cards
- Plan-level fiduciary services for ERISA plans
SmartChoice is designed to give plan sponsors and participants more. More options in funds, more features and tools, and more services to help your employees set the foundation for their retirement.
It’s a program that’s customized for your needs with features designed to engage your employees in their retirement like never before.