The Hartford, MGM Win First-Place Eddy Award for vWise SmartPlan Enterprise
ALISO VIEJO, Calif., March 16, 2011 — vWise Inc. today announced that its implementation of SmartPlan Enterprise for MGM and The Hartford on the DST Trac recordkeeping system has been awarded a first-place Eddy Award by Pensions & Investments.
“We are proud that SmartPlan Enterprise…
ALISO VIEJO, Calif., June 7, 2010 — vWise Inc. today announced that RSI has chosen SmartPlan Enterprise solution to enhance the capabilities of its Defined Contribution Investment Only (DCIO) partners, and Wilmington Trust is the first RSI DCIO partner to debut the new solution.
“We are a…
Matrix Adds vWise SmartPlan Advisor to Its Platform
ALISO VIEJO, Calif., May 11, 2010 — vWise Inc. today announced that MG Advisory Services, LLC, a wholly owned subsidiary of Matrix Financial Solutions, Inc., will add SmartPlan Advisor to its platform, giving its advisors direct access to the award-winning solution.
“We are completing t…
ALISO VIEJO, Calif., March 2, 2010 — vWise Inc. today announced that it has introduced a tiered pricing model for its award-winning SmartPlan Enterprise solution. The new pricing model – developed in consultation with ExpertPlan, which is the first provider to deploy plans using it ̵…
Freedom One Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform
ALISO VIEJO, Calif., Jan. 13, 2010 — vWise Inc. today announced that Freedom One Financial Group, Clarkston, Michigan, has added SmartPlan Enterprise to its education and communication service offering to plan participants. Freedom One joins an elite group of retirement plan consultants, pr…
NextStep Steps Up: Adds vWise SmartPlan Enterprise to Its Participant Education Offering
ALISO VIEJO, Calif., Dec. 7, 2009 — vWise Inc. today announced that NextStep Defined Contribution, Inc. has agreed to add its SmartPlan Enterprise interactive-video retirement planning system to the NextStep participant education offering.
“NextStep offers leading-edge recordkee…
Sentinel Financial Group Adds vWise SmartPlan Enterprise to its Participant Platform
ALISO VIEJO, Calif., Oct. 26, 2009 — vWise Inc. today announced that Reading, Massachusetts-based Sentinel Financial Group will add SmartPlan Enterpise to its participant platform. Sentinel joins a growing list of prominent TPA’s and providers using the award-winning SmartPlan Ente…
Discovery Database Adds vWise SmartPlan Advisor to Its Sales and Marketing Service Offerings
ALISO VIEJO, Calif., March 25, 2009 — vWise Inc. today announced the formation of a partnership with Discovery – The Financial Information Group Inc., to offer vWise SmartPlan Advisor to Discovery’s sales and marketing services for enterprise and advisor clients.
“Discov…
vWise Wins First Place Eddy Award for Your401kConnect.com
Designed to Help Educate and Engage Employees of Harrah’s Entertainment
ALISO VIEJO, Calif., Feb. 17, 2009 — vWise Inc. today announced that its interactive video site Your410kConnect.com has been awarded a first place Eddy Award by Pensions & Investments. Your401kConnect.com wa…
Designed for Independent Advisers and Smaller Plans; Available as a Monthly Subscription Service
ALISO VIEJO, Calif., Feb. 3, 2009 — vWise Inc. today announced the launch of its new SmartPlan Advisor system. Based upon vWise’s award-winning SmartPlan Enterprise, SmartPlan Advisor is…
