In order to know where you’re going, you need to know where you are. This service is designed to help fund members gain a clear understanding of their current financial situation and enable them to develop the most appropriate plans to move forward.
The assessment tools on offer are tailored for the needs of the individual (by including a member’s replacement ratio status on their retirement fund benefit statement and by giving them access to the Individual Retirement Calculator), as well as for entire companies or membership bases of retirement funds.