As a plan sponsor and fiduciary, you probably monitor your plan’s investments and track participation among your employees. But do you know if your employees are using your plan effectively? Will your employees be ready for retirement? How do you know? What can you do to impact their “retirement readiness”?
Through Financial Soundings Insights program, you will receive a Plan Retirement Readiness Evaluation which is based on the individual readiness of each of your employees. This way you not only know who is using the plan, but also if they are using it effectively. This report is updated annually to provide you with an ongoing impact analysis of the Insights program.