Your clients want your help

You have tough conversations every day. Let’s make this one easier.

The resources on this site can help you talk with your clients about automated plan design features. When you're ready, submit a request so we can help with the plan amendments and participant notices.

My client is ready.

Getting questions or concerns? These data-backed resources can help.

Automatic enrollment and escalation data, with focus on participant perspectives and behavior.
Download flier
Survey findings that share participant perspectives on retirement readiness and automatic plan design.
Download the reseach summary
Tips for getting a handle on an aging workforce, including rebalancing the spend on health and retirement benefits and best practice plan design.
Download the reseach summary

Advanced modeling planner

The advanced modeling planner gives you and your clients a quick way to see how plan design changes could potentially affect employees’ retirement readiness. It lets you model different scenarios and see results on you own time. You’ll also see how adding or changing automatic plan features could impact the cost of matching contributions. 
Check out the planner by logging into the advisor site on See how under Details at your fingertips.  
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Details at your fingertips

Finding plan design details for your clients is easy when you visit your Retirement Plan Dashboard.

  • Login to the advisor website on and select Retirement Plan Dashboard under Key Business Tools.
  • On the Contract Summary tab, click on your client's plan name to see an Executive Summary of the plan's design, including automatic features.
  • You'll find access to the advanced modeling planner by clicking on your client's contract number. From the landing page, select See advanced features at the bottom of the page. 

With this information in hand, you can tailor the conversation to your client's specific needs. 

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