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PlanAnalyzer

Free
iPad
Genres:
  • Business
  • Finance
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Invesco’s free DC PlanAnalyzer app allows financial professionals who work with defined contribution (DC) plans to quickly benchmark specific plan criteria against data from PlanSponsor’s annual DC Survey.

Invesco DC PlanAnalyzer offers retirement plan benchmarking data and analysis for more than 42,000 data points.

• Access benchmarking data across more than 40 industries and five plan sizes.
• Customize reporting with benchmarking information in 11 different categories, including:
o “Auto” features
o Target date funds
o Participation and eligibility
o Plan oversight

•I nstantly change your search without re-entering parameters with our simple user interface.
• Email a chart of your results directly from the app.
• New 401(k) Cost Comparison:
o Driven by 401kSource.com’s annually updated 401k Averages Book
oAllows user to see what other plan sponsors are paying for everything in their plan, including:
- Investments
- Recordkeeping
- Trustee services
• Displays data based on number of participants and average account balance
• Allows user to request a customized report directly from Invesco