Retirement Readiness Analytics

Retirement Readiness Analytics

Identify Key Opportunities to Improve Plan Health

Retirement readiness, or the lack of it among many Americans, is a hot topic in the financial press. This dovetails with a renewed emphasis on financial wellness, specifically in the workplace. However, these outcomes can be difficult to quantify and many plan sponsors struggle to pinpoint where their plan and participants are coming up short. Our Retirement Readiness Analytics solution analyzes plan data to provide sponsors with the rich insights needed to make better decisions. Eliminate guesswork and get employees on the right path, efficiently and effectively.

Plan-Wide Perspective, Help for Individual Participants

Using our Retirement Readiness Analytics solution, plan sponsors are able to evaluate retirement readiness at both the plan and participant level. They get a complete picture of their plan’s overall health, and can segment their population to identify individual participants that aren’t on track. Using this data, plans can provide these participants with a personal assessment so they can better understand where they stand and how to meet their desired retirement goals. Plan sponsors have the tools they need to identify and help struggling participants — improving plan-wide retirement readiness

Key Benefits
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Efficiently and effectively identify employees that are not saving enough.

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Take the guesswork out of financial wellness and create an action plan for struggling participants.

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Enables the plan to segment by demographics such as age, salary, contribution rate or geography.

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If the plan data is available to us, we can create assessments fully customized to your plan — including savings rate, projected retirement income, diversification, company stock exposure and more.

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Designed to complement any of our advisory service products OR be utilized as a stand-alone service.

Greater Ease for Employers and Plan Professionals

At every step, we can help you do the work required to inform and support your employees. After a full analysis of your plan, we can help create targeted communications based on employee population segments and simple instructions for how employees can action our advice.

For employers and plan sponsors, we’ll prepare an assessment at regular intervals and report our findings directly to you. We can even provide educational webinars and seminars on request.

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Take Your Plan to the Next Level

Our team is always available to help you explore how Retirement Readiness Analytics can work for your company or client, including an overview of our personalized support. Contact us today to schedule a personal meeting or call.

Find the Right Solution

Find the Right Solution

Retire Ready Simulator with Quick Enroll

Retire Ready Simulator with Quick Enroll

  • Get participants into plans quickly
  • Provide newfound clarity about personal retirement readiness
  • Improve enrollment, savings rates, and financial wellness

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Find the Right Solution

Find the Right Solution

Asset Class Guidance & Retirement Planning with Managed Account

Asset Class Guidance & Retirement Planning with Managed Account

  • Provides free asset class guidance & retirement planning support, including outside accounts and savings advice
  • Opt-in to managed account for investment-level advice and ongoing account management on plan account
  • Can also provide advice on non-plan pre-tax retirement accounts

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Find the Right Solution

Find the Right Solution

Financial Wellness & Retirement Planning Advice for Public Sector Participants

Financial Wellness & Retirement Planning Advice for Public Sector Participants

  • Offers public sector employees free asset class guidance & retirement planning support
  • Option for one-time fund level investment advice on both plan and outside accounts
  • Designed to improve savings rate, retirement readiness and engagement

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Find the Right Solution

Personalized Target Date+

Personalized Target Date+

  • A personalized QDIA that’s as easy as a target date fund
  • With a customizable lineup, this creates a personalized portfolio and glide path for each participant
  • 100% default, zero employee engagement required

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Find the Right Solution

Retirement Income Solution

Retirement Income Solution

  • Personalized and actionable advice for participants who have retired or are about to retire
  • A tailored decumulation strategy to help employees make their money last
  • Advanced scenario planning to help retirees make better and more confident financial decisions

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Find the Right Solution

Find the Right Solution

Fiduciary Services

Fiduciary Services

  • Can act as a 3(38) and 3(21) fiduciary
  • We ensure all ERISA standards are met and shoulder fiduciary responsibility
  • Industry-leading oversight and due diligence

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Find the Right Solution

Retirement Readiness Analytics

Retirement Readiness Analytics

  • Essential preparation and motivation for employees
  • Personalized assessments and recommendations
  • Gives employers a unique picture of their plan and participants

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