A proven state-of-the-art system to help participants make the right PRT lump sum elections…and get a picture of their retirement few would otherwise ever receive...
“…three out of four boomers don’t have a written financial plan for retirement. For millennials, 87 percent don’t have a plan and 81 percent of Gen Xers are without a plan.” – Fidelity
Would you like help deciding?
By spending a bit of time with our Lump Sum Analyzer (LSA) system participants can see the impact of the pension vs. lump sum choice using their own personal financial and other information. The following is for demonstration purposes only and results should not be relied upon until actual actuarial data is linked to the system separately. Contact us for a more robust walk through.
Sample Report
For more information contact us.