Financial Soundings has developed a unique and creative program to improve communications on your defined contribution retirement plan to all of your employees, and give them investment advice to improve the allocation of their assets and ultimately position them for a more secure retirement. That program is Retirement Planning Insights™.
Through the Retirement Planning Insights™ program, Financial Soundings will provide 100% of your employees with an individualized assessment of their current retirement position, and present them with easily implemented changes to help them invest more appropriately and effectively.
The Retirement Planning Insights Online Planner provides Insights users the ability to:
- View your current Insights Annual Portfolio Review.
- Make quick modifications to your goals and assumptions (retirement age, income goal, risk level, contribution rate).
- Develop a personal risk tolerance.
- Add additional assets (including those of your spouse).
- Add defined benefit pension information.
- Add additional income sources and known expenses.
- Make in depth modifications to your assumptions and goals.
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Online Planner Webguide
FS Disclosure Brochure
Email the FS Helpdesk
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