Savings InSight Retirement Planning Tool

With Savings InSight, your employees will benefit from the financial peace of mind that comes from properly saving for retirement.

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Retirement readiness is a key issue facing working people around the world: Employees simply aren’t saving enough for a secure retirement. Savings InSight can help.

Savings InSight is a simple yet elegant financial management tool that turns the traditional retirement planning process on its head. With Savings InSight, employees have the flexibility to make their own decisions or take a step back, knowing the system will make informed choices on their behalf.

Savings InSight aligns with your current plan offerings and can automatically:

  • Enroll individuals in their 401(k) plan
  • Set a reasonable retirement target
  • Determine a contribution schedule designed to deliver on that target
  • Invest the assets in default Target, Lifestyle, or Managed Accounts
  • Review actual results versus targeted results and make any needed adjustments
  • Set up a payout schedule for retirement to help the savings last
  • Project future Social Security benefits and
  • Allow your participants to enter any additional savings and prior retirement plan information

Retirement Services

  • Actuarial Services for Private, Public, and Multiemployer Defined Benefit Plans
  • Benefit Calculations and Statements
  • Data Cleanup, Remediation, and Maintenance
  • Defined Contribution Plans
  • Financial Accounting for Defined Benefit Plans
  • Global Accounting Coordination
  • Participant Modeling Tools and Education
  • Pension Plan Administration
  • Plan Design
  • Retirement Readiness Services for Participants

WE PROVIDE CONSULTING SERVICES. WE DO NOT PROVIDE LEGAL SERVICES, TAX SERVICES NOR OTHERWISE ENGAGE IN THE PRACTICE OF LAW.