Business Logic

Is my plan on the right track to retire?

Aggregate Plan Analysis

PlanOutcome examines a plan's path towards retirement based on participants' assets and retirement strategies.

See how investments in target date funds and adjustments to savings rates can impact a plan's retirement outlook.

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  • Analyze the impact of changes in savings, match and asset allocation.

    PlanOutcome allows institutions to compare different glide paths and retirement strategies so that they can offer employees the best possible retirement investment options.

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  • Determine the impact of each retirement scenario on the plan's replacement income.

    The best investment options can help maximize a plan's overall income during retirement. See how a plan's replacement income will be affected under potential scenarios.

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  • Generate custom reports.

    Dissect an overall plan analysis by age groups and income brackets to see which groups of participants will benefit the most during retirement, and which groups must consider additional retirement savings contributions.

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  • Deliver personalized retirement projections to participants.

    PlanOutcome offers the only projections that consider a target date fund glide path. Give participants personalized, accurate retirement projections to help them meet their retirement goals.

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