The Participant Experience

Services and Tools Focused on Successful Retirement Outcomes
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  1. Enrollment
    There is no more important time to engage employees as their initial enrollment in the plan. APB provides all of the tools to make the participant enrollment process as effective as possible. We provide Enrollment Workbooks customized to your plan. Enrollments can be accomplished completely on-line. Paper-based enrollment available to those that prefer the paper method. Employers can elect to use vWise SmartPlan which is a completely integrated video based enrollment tool. Use of vWise SmartPlan has proven to greatly increase participant participation with increased overall contribution rates. Watch the SmartPlan video. Watch the SmartPlan Video
  2. Education & Financial Wellness
    Education & Financial Wellness
    We work to keep employees engaged with their retirement plan throughout their employment. Electronically delivered quarterly participant statements. Robust transactional Participant Website available in desktop and mobile versions. Quarterly Participant Newsletters highlighting important topics and calls to action. Free access to e-Money which links to the employee's 401(k) account, and other accounts, to help them take a proactive approach in addressing their overall financial wellness. Watch the e-Money Video.
  3. Guidance
    We provide tools to help plan participants access their current plan allocations and retirement goals. MasteryPoint GuidancePlus! is fully integrated into the Participant Website and can analyze current participant contributions and allocations vs. their retirement goals to produce a complete gap analysis, and suggest contributions rates and allocations to narrow that gap. Participants have direct access to the plan service to team to answer any questions regarding the plan operation. We continually engage participants with educational articles and videos posted to our Learning Center. Watch a sample below.
Download Sample Statement
Download Sample Booklet
Download Sponsor Brochure
Download Participant Brochure
Download Sample Newsletter