AFS 401(k) Retirement Services

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Retirement Readiness and PlanSuccess

To increase the value of your plan and improve employees’ financial decisions, we incorporate behavioral finance concepts in your plan design. You get innovative tools that enable you to establish and monitor retirement plan goals.

Retirement Readiness

The Retirement Readiness calculation allows you to set and track retirement goals on a plan-wide level. It is a powerful tool allowing you to monitor the “health” or success of your plan and the achievement of established goals.

Through key variables the Retirement Readiness Ratio projects:

  • Required monthly retirement income
  • Monthly retirement income
  • Monthly retirement income gap

PlanSuccess

The PlanSuccess system recognizes the human element in financial decision-making. By acknowledging these tendencies, and building strategies around them, we can create an optimal solution for your plan’s success. The program includes elements that evaluate the plan, measures results, and propose improvements.

The PlanSuccess Behavioral Audit evaluates the following three key success measures:

  • Participation Health Index
  • Deferral Health Index
  • Investment Menu Health Index
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This communication is strictly intended for individuals residing in the states of
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a Registered Investment Advisor

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