Retirement Readiness Statements

Send a savings plan directly to your employees

With good data, we can partner with you to deliver FutureFIT^® Retirement Readiness Letters to each of your employees—regardless of their enrollment status.

The statements include:

A personalized retirement needs analysis
A summary of all known sources of retirement income
An action plan outlining simple steps they can take to get on track

These statements consistently produce results:

Increased plan participation and enrollment

Increased retirement income replacement ratios

Increased retirement plan contributions

Increased investment diversification

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Let’s Connect

Help your employees understand where they are and take action for their tomorrow with FutureFIT Retirement Readiness Statements.

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