What is your new Single Retirement Plan and how does it account for both retirement phases?

For new plans in Timeline, we have merged our accumulation and decumulation phases into a single plan. We have done this because most clients are still in the accumulation phase but are close enough to retirement and want to know what that would look like. Our Snapshot screen uses the dashboard previously used for only decumulation clients and the merged plan will enable advisers show clients what is coming up and how that looks for retirement.

Did this answer your question?