Key Benefits of SmartPlan:

• Higher enrollment• Increased contribution levels• Fewer on-site live meetings• Improved financial education • Reduced support costs • Fulfillment of fiduciary duty, with

analytics and tracking of user visits and actions

SmartPlan Enterprise™

Interactive Video-Based Retirement Planning System

Introducing SmartPlan Enterprise. This revolutionary interactive, video-

based system is proven to increase plan participation, helping to fulfill fiduciary

duty while reducing the need for print communications and on-site meetings.

SmartPlan is designed to educate, entertain and engage employees. Video

hosts discuss plan features and the benefits of participation, and then guide

users through an interactive process that helps them discover their individual

retirement needs and risk profile, as well as choose plan investments and

contribution amounts. SmartPlan Enterprise then sends a user’s choices to the

provider database automatically, eliminating the need for paper forms.

Simple to Use. Powerful Results.

SmartPlan Enterprise combines its easy-to-use interactive, video-based

interface with a comprehensive set of promotional tools — including automated

email and vHost video ads, user tracking and analytics, as well as links to the

provider database — to create a powerful new way to reach out and engage

your employees.

Educate. Entertain. Engage.

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STEELE_Sponsor_DataSheet_FRONT.pdf 5/18/10 9:36:12 AM

SmartPlan Website

Analytics vHost Video Ads

Provider Database Automated EmailTools & Information

Powerful Outreach, in a Customizable User-Friendly Format

Designed to help employees better understand their 401(k) plans, SmartPlan

provides the benefits of a financial professional, without the expense.

The SmartPlan environment features a familiar interface that makes it easy to

navigate, even for novice users, and allows a participant to go at his or her own

pace. When launched, the program looks and sounds just like a TV show. Our

video hosts offer a brief video overview of plan basics, followed by a discussion

of selected features — such as auto-enrollment, matching contributions, loans,

etc. — that you can customize for each sponsor’s plan. Users can also find

relevant text-based information, such as a glossary, support, and disclosures.

Using simple interactive forms, our video hosts then guide participants through

a complete process, including individual retirement needs and risk profile

surveys, and selection of investments and contribution amounts, that generates

a personalized investor profile. And because SmartPlan Enterprise is integrated,

each participant’s profile is updated in the provider database automatically.

SmartPlan EnterpriseSM

Interactive Video-Based Retirement Planning System

788 Main Street Dubuque, IA 52001

T: 800-397-2097www.steele401k.com

SmartPlan Enterprise combines an easy-to-use interactive video-based interface with a comprehensive set of promotional tools — including automated email and vHost video ads, user tracking and analytics, as well as links to the provider database — to create a powerful new way to educate and engage employees.

©2010 vWise, Inc. SmartPlan Enterpriseand SmartPlan Advisor are service marks of vWise, Inc. All rights reserved.SmartPlan interface artwork for illustration purposes only. Actual interface, features and functionality may vary.

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STEELE_Sponsor_DataSheet_BACK.pdf 6/21/10 8:44:44 PM