The Insights program provides employees with a personalized retirement readiness evaluation as well as the direction to utilize your retirement plan more effectively.
Each Insights report includes:
- A personalized gap analysis
- A summary of all known retirement income sources
- Deferral rate and asset allocation recommendations
- Customized implementation instructions for your plan
Insights also provides sophisticated on-line modeling through our on-line planner and additional resources to assist you in making the best decisions in preparing for retirement.
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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Insights Overview
Online Planner Webguide
FS Disclosure Brochure
Email the FS Helpdesk
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