The John Hancock Retirement Elements calculator is designed to identify and analyze those variables that matter most in achieving plan participant's Retirement goals.
After providing a few important numbers, which allow you to create your Baseline Retirement Account Balance, you can adjust the key Retirement building blocks to demonstrate how each unique piece of your client’s retirement plan impacts the overall outcome.
You can then use the individual impacts as a base to project the impacts at a plan level.
|Current 401(k) savings|
|Include Company Match?|
|Company Matching %|
|Company Match Maximum %|
|5 YEAR ASSET PROJECTIONS|
|Individual Impact Plus Consolidations||$1,700,000|
|Additional Assets||30.8% $400,000|