Member-Dedicated Self-Service Web Portal

Check out the Members Portal

Give your plan members the education and support they need, in an online format that truly leads them to connect with their future retirement obligations.

No matter what stage of their career your members are at - just entering the workforce or close to retiring - creating and maintaining a good financial plan is relatively easy, and is key to meeting their financial goals. Proteus’ web portal offers numerous resources that can help guide all plan members into a secure and rewarding future.

  • Financial Wellness & Retirement Related Blogs
  • Webcasts and Webinars
  • Useful Financial Planning Tools & Calculators
  • Financial Glossary and Whitepapers
  • Timely Educational Content & Academic Material
  • Links to Online Resources