Sample Website

Once you are on the Retirement Plan Wizards site, you can move from page to page by clicking the links on the page, or you can read the description of each page below and go directly to that page by clicking on the page name.

Remember, you get to choose from several different page layouts that are then personalized with your colors, logo, slogan, etc. The Retirement Plan Wizards demo site only illustrates one of the available layouts. To view the other page layout options click here.

Home Page: personalized with your firm's welcome message.
Company Profile: personalized with information about your firm, employee biographies, etc., including photos of employees and/or your office, if desired.
Our Services:  personalized with a description of your firm's services and products.
Retirement Plan Overview:  standardized page which includes a brief description of the most popular qualified plans.
Links: personalized to include links such as participant account balance access, downloadable administrative forms, request for proposal, affiliated company websites, etc. (Click here for more information about downloadable forms.)
Annual Plan Limits:  standardized page which is automatically updated each year.
Online Client Newsletter: standardized page that lists the Benefit Insights® newsletters in your library. Readers can access the complete newsletter by clicking on the newsletter topic. A new issue is automatically uploaded to your site every other month.
Benefit Insights® Newsletter - December 2009:  example of the text and layout of a typical newsletter
Contact Us:  personalized with your firm's contact information.
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