
aggregate retirement readiness report
measuring the overall retirement readiness of your workforce
step one

Measuring retirement readiness must begin with a full evaluation of how well participants are using the plan. Our Aggregate Retirement Readiness Report provides Plan Sponsors with a funding sufficiency analysis that measures plan and participant success in income replacement terms, and shows how effectively participants are using plan features to generate retirement income.
how it helps:
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Provides a “top-down” view of projected funding success, aggregated at the plan level – how many of your employees are actually “on track” to maintain their same standard of living during their retirement years.
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Analyzes how many of your participants are contributing enough to achieve a successful retirement outcome.
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Shows how many participants are above, below, or at their recommended asset allocation target, and focuses on corrective action.
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Checks for over-diversification and overlap in equity securities.
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Reports investment behavior metrics at the plan level and identifies areas of strength and improvement opportunities.