Upload – Toggle – Enhance

Driving better retirement outcomes begins with uploading of a Saving, Investing and Spending participant data file.

Select Independent Research

A significant value add that Service Providers can provide to their Plan Sponsors is to educate and guide them towards decisions that will benefit their plan and its participants. Sometimes, it is as simple as bringing consensus to differing opinions on a committee. To facilitate this, ROE provides a library of independent research and thought leadership relating to participant behavior, plan design and retirement outcomes.

Adjust Plan Design Levers

Imagine being able to conduct real time plan design scenario analysis with your clients or prospects and how beneficial that could be to the relationship and plan results. Simulate plan design alternatives in front of the Plan Sponsor online or present the results in a report. Levers include age and service requirements, auto enrollment and escalation, contribution formulas and much more…

Track Participant Behavior

See how the Lead Indicators that predict what is winning such as participation rate compare side-by-side between the current plan design and unlimited alternative plan designs.

Assess Impact on Retirement Outcomes

See how the Lag Indicators that predict what is winning such as account balances at retirement compare side-by-side between the current plan design and unlimited alternative plan designs.

Consider Cost to Plan and Participants

Evaluate the side-by-side changes in marginal cost between the current plan design and unlimited alternative plan designs as it relates to the plan for changes in match and contributions and to the participant in terms of paycheck reductions.

And there is so much more! Schedule a demo to see how FDI’s Retirement Outcomes Evaluator can drive participants to better outcomes.