PlanVisualizer by Franklin Templeton
Our PlanVisualizer tool analyzes plan features to help you understand and prioritize changes to your clients' retirement plan design.
Employers rely on you to help improve their retirement plans and drive better outcomes for their employees. With tools like PlanVisualizer, you can estimate projected income replacement using inputs such as age, savings rate, employer match, salary, retirement age, and investment mix. These insights help uncover plan design opportunities and support more informed conversations around retirement readiness.
| Feature List: | PlanVisualizer |
|---|---|
| Use real-time interactivity to explore plan data scenarios |  |
| Analyze participant data to enhance retirement solutions | |
| Conduct "what-if" tests to refine plan features | |
| Tailor retirement plans to meet specific participant needs | |
| Model costs to optimize plan design | |
| Improve retirement readiness through data-driven adjustments | |
Get started with PlanVisualizer below!
Contact your advisor consultant today for more information on how to get started. We can help you test drive the tool.
Important Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. Franklin Distributors, LLC. (FD, LLC) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
Your clients should carefully consider a fund's investment goals, risks, charges and expenses before investing. Download a prospectus, which contains this and other information. Your clients should carefully read a prospectus before they invest or send money.