Sample Retirement Analysis
This is a sample of the printout report of the Retirement Analysis as presented by Finance Logix. We also provide an easy-to-read one page overview of your financial situation as well.
Plan Sponsor Brochure
An overview of the PlanVision approach to working with Plan Sponsors and a presentation of our services.
One on One Service
A detailed description of the components of our approach to personal, one on one service for plan participants.
Plan Participant and Education Service
A description of the personal services available to plan participants from PlanVision.
Sample Fund Lineup
A sample fund lineup used by our plan sponsor clients for their investment offering to participants.
The PlanVision System
This brochure discusses the features of the innovative, fully automated PlanVision system used to support our service commitment to our plan sponsor clients.
Plan Sponsor Fiduciary Brochure
An overview of how we assist plan sponsors in meeting their fiduciary obligations.
Plan Sponsor Conversion Brochure
A brief discussion on what plan sponsors can expect during the conversion process with PlanVision.
Quotes and Statistics Flyer
A brief overview of some statistics and comments that make the case for index investing.
Individual Financial Planning
A description of how we provide service to people that are not employees of any of our plan sponsor clients.
Benefits of working with an AIF
This brochure discusses the benefits of working with an AIF.
An overview of the topics your employees will learn in their one-on-one assistance from PlanVision.
Sample Fee Disclosure
A sample fee disclosure used by PlanVision to communicate plan fees to participants in a straightforward manner.