The New Lump Sum Analyzer and Services

An updated, proven system to help participants make the right PRT lump sum elections…and get a picture of their retirement few would otherwise ever receive.

Tens of millions don’t have much insight into their retirement.
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• "How much money do I need?" is perhaps the most frequent question.
• "What are my options?" and "How do I get there?" given my own particular circumstances.
• Questions especially urgent when it’s increasingly obvious they don’t have enough. 

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The LSA provides a retirement analysis for users who are at a critical juncture in their retirement planning: Do I take the lump sum or keep my pension, albeit in the form of an annuity? Participants who deserve – though rarely get – written analyses can get one in minutes.

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Participant Services with the LSA

Our services, systems, and consultants can help participants and plan sponsors alike.

Customized for each plan sponsor the Lump Sum Analyzer combines plan level data with the user’s confidentially provided retirement assumptions, so users can see the impact of their choices. 

• Assists plan sponsors administer election responses
• Automated text prompts help nudge lagging participants
• Fiduciary Liability reductions - Plan sponsor fiduciary liability may be reduced
• Helps with the lump sum education and communication process
• Increases goodwill and acceptance from participants
• Helps plans stay on the right side of DOL and other developments

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For more information and to download a copy of CESCrews’ Lump Sum & Pension Elections - Participant Services go to  LumpSumAnalyzer.com.
 
To arrange a call please contact
 
Steve Richards
475-238-6647
SteveR@CESCrews.com
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LumpSumAnalyzer.com