MasteryPOINT Financial Technologies

Guidance Plus!

Advice Plus!

MasteryWEB

MasteryPC

Toolbox

RMD

RPE

MasteryWEB

With a MasteryWeb system, you have the flexibility to configure a system that best suits your goals, your budget, and your time frame. You can choose from a variety of data interfaces designed to enhance your system - and minimize the amount of time you need to devote to maintaining the system. With MasteryWeb, you can connect to:

Your record-keeping system
Your record-keeping web interface
Fund performance or other investment data
Your existing website

MasteryWeb features include:

Education sections to help participants learn about basic plan and investment concepts as well as their plan specific information with comprehensive and easy to follow screens.

Retirement projector tools to help participants determine their retirement needs and goals, and understand how assets grow over time.

Risk measurement tools to help participants assess their tolerance for risk and determine what type of investment mix is suitable for them.

Investment selection tools that allow participants to choose the combination of plan investments that give them the greatest chance for financial freedom in retirement.

Online enrollment and change transactions that can be transmitted to your record-keeping system through an existing interface. Printable enrollment and change forms are available for plans without electronic connectivity.

Financial planning calculators such as paycheck analysis, loan, 401(k) loan, college planner help employees develop a comprehensive financial plan.