Plan Destination
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DALBAR

The plandestination participant interface has been recognized by Dalbar and the retirement industry.

The Newport Group has leveraged the learning and features built into the acclaimed participant experience and incorporated it into the sponsor site experience.

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Test drive the all-new sponsor site experience, providing a collaboration platform between Newport, sponsors and advisors.

Ease of Use

  • All new, intuitive user experience consistent with the first-class plandestination participant site.

Efficiency

  • Tools to help sponsors work faster & more productively.

Insight

  • Glean understanding of key plan health and enrollment metrics.

Powerful Reporting

  • Run & Schedule reports on a breadth of information, at your convenience.
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Ease of Use

All new, intuitive user experience consistent with the first class plandestination participant site.

prototype
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Efficiency

Tools to help sponsors work faster and more productively.

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Efficiency

Dashboard action modules to call attention to recent activity and administration that requires action.

Efficiency

Shortcuts menu gives quick access to most-used actions.

Efficiency

Workflow assistance helps sponsors take immediate action on a significant number of items.

Efficiency

The interface can be customized for organizations needs.

Efficiency

Works on tablets for on-the-go management.

prototype
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prototype Shortcuts prototype My Participants prototype Date Requested prototype Approve Selected prototype My Reports prototype prototype
Click here to reveal the shortcuts menu.
Click to see workflow assistance.
Select multiple participants requests.
Approve participant requests.
See how frequently used reports are easy to access.
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Insight

Stay abreast of key plan health and enrollment metrics.

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Insight

Company and plan-levels views of dashboard facilitate intuitive exploration of information.

Insight

Plan success metrics show performance and help identify opportunities.

Insight

Real-time enrollment statistics give visibility and insight into enrollment behavior.

prototype Plans prototype My Participants prototype Participation prototype My Plans prototype
Click here to see company plan.
Click to see plan success factor metrics.
Easily see participation metrics.
Click here to see real time enrollment metrics.
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Powerful Reporting

Run and schedule reports on a wide range of information, at your convenience.

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Powerful Reporting

Quickly run reports ad-hoc.

Powerful Reporting

Alert when reports are ready so you can stay productive.

Powerful Reporting

Download raw data for external manipulation with Data Extracts feature.

Powerful Reporting

Package and save reports that are frequently run together.

Powerful Reporting

Schedule reports and packages to be ready when needed.

Powerful Reporting

Share reports with colleagues.

prototype prototype prototype Run Reports
Click run reports.
prototype Dismiss
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prototype Company Plan prototype close prototype Add prototype Add prototype prototype prototype Run Report
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prototype click to simulate drag
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prototype Schedules prototype Select Frequency prototype Select Quarter Cycle prototype Day of the Month prototype Select Day of the Month prototype prototype
Instantly run reports.
Click here to close.
Add this report.
Add this report.
Click here to get raw data.
Click here to change the order of reports in a package with the drag and drop functionality.
Click to schedule reports.
Select to run quarterly.
Select the first month of the quarter.
Select day of month.
Select the first.
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Conclusion

Ease of Use

  • All new, intuitive user experience consistent with the first-class plandestination participant site.

Efficiency

  • Tools to help sponsors work faster & more productively.

Insight

  • Glean understanding of key plan health and enrollment metrics.

Powerful Reporting

  • Run & Schedule reports on a breadth of information, at your convenience.
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