Sample Web Site

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 five different layouts that are then personalized with your colors, logo, slogan, etc. The Retirement Plan Wizards demo site only illustrates one of the five layouts. To view the other four 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 web sites, 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 - October 2006:  example of the text and layout of a typical newsletter
Benefit Insights® Newsletter - December 2004:  example of the text and layout of a typical newsletter
Benefit Insights® Newsletter - June 2003:  example of the text and layout of a typical newsletter.
Benefit Insights® Newsletter - June 2002:  example of the text and layout of a typical newsletter.
Contact Us:  personalized with your firm's contact information including an interactive Information Request Form.
Request for Information Confirmation:  confirms to the sender that the Information Request Form has been sent to your firm.
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