How Advisors Can Optimize Retirement Plans for Client Success Using Ascensus Plan Health Reports
Explore a sample of our Plan Health Report to leverage research and data provided by our recordkeeping platform. These insights help you understand specific plan activities, compare plans to others, and identify features that drive optimal retirement readiness.
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Employer Contribution Trends: Gain insights into employer contribution trends, including matching and profit sharing, to help you advise clients on competitive plan features.
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Auto Enrollment Impact: Learn how auto-enrollment and auto-increase features can significantly boost participation rates, making it easier for you to recommend effective plan designs.
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Retirement Savings by Age: Understand average 401(k) account balances across different age ranges to better tailor your advice and strategies for clients' diverse employee demographics.