Start now to analyze
your plan’s profitability:

  • Add the current or prospective plan’s assets
  • Calculate the potential revenue drivers for the plan
  • Input your support costs for the service model employed
  • Generate your profitability analysis and review potential strategies to enhance the plan health and overall profitability

How many of your plans are actually profitable?

Did you know that only 21% of retirement plan advisors know their net profit by DC plan serviced? Increase your practice’s efficiencies and stay ahead of the competition by analyzing your plans plan’s profitability.

Source: H&W/Sway Research 2012 Retirement Advisor Survey

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Information that is used in the calculator will be kept strictly confidential, and no plan or advisor name will be shared or re-distributed. Nuveen may aggregate data for benchmarking purposes only. 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. The Plan Profit (k)alculator 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. Neither Nuveen, LLC 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 "Legal Information" provided on this website for additional disclosures related to this tool.

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The 2017 edition of the advisor fee almanac contains new and updated fee and service information from 265 retirement specialist advisory teams, representing nearly 1,000 DC specialist advisors and more than $380B in retirement plan assets. Fi360® provides certain data used for this report "as is" without warranties of any kind including warranties of merchantability, accuracy, fitness for a particular purpose, or non-infringement of intellectual property. Fi360 and its content providers disclaim all responsibility for any loss, injury, claim, liability, or damage of any kind resulting from, arising out of, or any way related to any errors in or omissions from this data, including but not limited to technical inaccuracies and typographical errors.