Plan Profit (k)alculatorTM
Featuring fee and service model benchmarking intelligence
How profitable is your retirement plan business?
A plan profitability analysis may reveal a more accurate financial picture of your business and offer strategies to strengthen your retirement plan practice.
How can a profitability and benchmarking analysis help your practice?
-
Determine whether a plan is providing the financial return you seek in your practice
-
Better assess and refine your service model, cost structure and prospecting efforts
-
Assist in segmenting your book of business to determine the most profitable plan profile
-
Identify potential revenue opportunities
-
Contribute to determining the valuation of your business
An Introduction to the (k)alculator
Learn how to build your own plan profitability analysis
Watch video
The Plan Profit (k)alculator
TM is a tool for informational and educational purposes only, and should not be construed as specific legal, financial or business advice. Any analysis provided by this tool is based solely on the information provided by you. Other tools may produce substantially different success and failure outcomes. No guarantees are made as to the accuracy of any projections. Sample plan reports are provided for illustration, do not guarantee any specific outcome, and are for informational and educational purposes only. These reports contain numerous assumptions. Different assumptions could result in materially different results. Neither Nuveen nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of the reports generated through this tool. Please see the “
Terms of use” provided on this website for additional disclosures related to this tool.