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Modern Tools for Plan Advisors, Sponsors & TPAs That Drive Real Results for Plan Sponsors & Participants

  • Personalized visual salary deferral information for participants
  • One-Stop participant resource hub
  • Replace 1–2 hour participant meetings with 2-minute informed participant decisions. It's that effective.
Plan advisor using myAccownt platform

Co-Branded Webpage / Calculators

Strengthen your client relationships by providing webpages with your branding and team content along with the sponsor's. Customize individual sponsor pages to each sponsor's details and employee demographics.

Streamlined Communication

Make participant meetings more effective with integrated presentations and messaging tools. Available 24/7 so participants always have access to your guidance.

One-Stop Resource Hub

Consolidate participant resources in a single website customized per sponsor. Include contacts, links and PDFs for advisor resources, recordkeeper specifics and sponsor procedures.

Ready to transform how you serve plan sponsors?

View Demo - Employee + Employer Match & Profit Sharing  Schedule Demo