Samples Overview

Our attractive, colorful, and easily transportable printed reports require no initiative, assumptions, or data entry on the participant’s part. We believe that our reports provide a very useful guide to gaining adequate benefits from their DC plan for the majority of plan participants who will retire with a home, Social Security or other defined benefit plan, and their defined contribution plan as their major assets. Sophisticated financial planning can not be done in three pages, so our services are not applicable to or appropriate for higher paid employees with other assets who most likely have personal counsel.
Samples Overview (continued)

The purpose of our reports is to interpret the volumes of unrelated data that vendors give participants and communicate it to them in terms that they can use for their retirement planning. It’s no wonder surveys say participants want to talk to a human; nothing makes sense.

To test this idea, consider two values on most all quarterly statements: “account balance” and “personal rate of return”, then ask yourself, “What does that number mean?” If you can’t answer that question, what good does it do to put it in a report? Click for our explanation for account balance and personal rate of return.
444 W. Ocean Blvd., Suite 800
PMB 116
Long Beach, CA 90802

Office: (562) 987-2255
Fax: (562) 987-2257
bcorrin@retirementanalyst.com