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.
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.
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.
For more information and to download a copy of CESCrews’ Lump Sum & Pension Elections - Participant Services go to LumpSumAnalyzer.com.
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