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PlanVisualizer™

Optimize plan design with an unprecedented view of retirement plan data and real-time interactivity.

See retirement plan design in a new light

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Upload anonymous participant data

for age, account balance, salary and deferral rate. You can also demo the tool using default data.

Enter current plan defaults

for company match, auto-enrollment and auto-increase. You can change these on each page as you view results.

View current participant readiness

by age and salary for balance, future savings, company match and expected Social Security income.

How PlanVisualizer operates

PlanVisualizer helps you show your clients the impact of potential plan changes and makes it easy to see when plan participants can retire.

Analyze a plan’s income replacement score

Model new plan design features and plan contribution costs

Compare scores for current vs. potential new designs

PlanVisualizer experience

PlanVisualizer document thumbnail

PlanVisualizer

Download

To launch PlanVisualizer, PartnerLink access is required. Contact your Empower representative if you need assistance.

FOR FINANCIAL PROFESSIONAL USE ONLY.

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Carefully consider the investment option’s objectives, risks, fees and expenses. Contact Empower Retirement for a prospectus, summary prospectus for SEC-registered products or disclosure document for unregistered products, if available, containing this information. Read each carefully before investing.

Securities, when presented, are offered and/or distributed by GWFS Equities, Inc., Member FINRA/SIPC. GWFS is an affiliate of Empower Retirement, LLC; Great-West Funds, Inc.; and registered investment adviser, Advised Assets Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.

IMPORTANT: The projections, or other information generated on the website by the investment analysis tool regarding the likelihood of various investment outcomes, are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The results may vary with each use and over time.

Investing involves risk, including possible loss of principal.

Insurance products are issued by or offered through Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: New York, NY. Guarantees are subject to the terms and conditions of the contract and the claims-paying ability of the insurer.

The managed account service is part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.

The Empower Institute is a research group within Empower Retirement, LLC.

All features may not currently be available and are subject to change without notice. ©2021 Empower Retirement, LLC. All rights reserved.

Unless otherwise noted: Not a Deposit | Not FDIC Insured | Not Bank Guaranteed | Funds May Lose Value | Not Insured by Any Federal Government Agency.