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> Retirement Planner |
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Retirement Planner: |
BenXL’s web-based
Retirement Planner is designed to help your employees develop a more
informed retirement strategy, specific to an individual needs and
objective. Made simple and easy-to-use, hiding an underlying complexity
far beyond traditional pension calculators, this interactive planner
can track projected asset growth using several income sources, social
security, investments and savings. |
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Based on data either
input directly by the user or from a database, BenXL Retirement Planner
allows development of a projected financial objective, advising and
informing the user to create alternative scenarios that can be added
or discarded to the final model. |
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Click to view screenshots of the Retirement Planner |
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The Retirement Planner
can be integrated with your current web page and pension administration
system. |
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Some of the features are: |
- Built for Internet/Intranet using latest and proven web technology
and features.
- Immediate access to a snapshot of an employee’s current
retirement assets and projections.
- Data can enter the system through a connection to a DB/DC system
database or by direct user input.
- Built-in Advisor guides decision-making along every part of
the financial planning process.
- Added versatility of creating “what if” scenarios
on the side before adding to a final financial model.
- Easy to read worksheets, graphs and data-driven plain text
statements.
- Access to both participant’s and employer’s 401K
plan contributions.
- Summaries and drill-down details to assist user in creating
comprehensive projections.
- Saving of different scenarios for future use.
- Worksheet showing year-by-year projections.
- Default values for ease of use.
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BenXL provides a Retirement Planner that uses personal
savings, 401(k) balances, expenses, etc. in order to project not only
pension benefits but all other kinds of retirement benefits also.
It advises the participant how much more money is needed to meet the
stated target. |
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