Validate Your Retirement Plan’s Impact

Is your retirement plan truly making a difference in the lives of your retirees?

Many plans aim to help their long-term participants achieve retirement security. But the proof is in how their retirees are doing in retirement.

While Retirement Income Studies often use internal data to predict future retirement outcomes, they can miss crucial real-world insights.

Our Retiree Income Survey captures those real-world insights, moving beyond forecasts to provide a detailed analysis of how your retirees are actually faring today, including the income sources and amounts you may not track.

Combine the two studies for powerful insights into how your plan can better serve both active and retired participants.

What you’ll learn:

Income Sources & Amounts: How do your retirees’ income sources and amounts compare with other retirees? We can link this with your previous Retirement Income Studies.

Financial Well-being: How does your retirees’ financial well-being compare to national, state, and Relational Gravity data? What factors drive their financial well-being in retirement?

Actionable Insights: You’ll learn what steps you can take to refine your plan design and participant education to make a meaningful difference to those you serve.

Who’s using it?

If you attended the 2024 NAGDCA Annual Conference in Phoenix, there’s a good chance you saw our work. Our client, Hank Levy, Treasurer-Tax Collector/Plan Officer of Alameda County, included our retiree income research in his panel discussion, Empowering Retirement Readiness: Bridging Expectations with Realities.