Insights to Support Your Business

Insights to Support Your Business

Plan Profit (k)alculatorTM

Now featuring benchmarking intelligence from Ann Schleck & Co

How profitable is your retirement plan business?

A plan profitability analysis may reveal a more accurate financial picture of your business and offer strategies to strengthen your retirement plan practice.

How can a profitability and benchmarking analysis help your practice?

  1. Determine whether a plan is providing the financial return you seek in your practice
  2. Better assess and refine your service model, cost structure and prospecting efforts
  3. Assist in segmenting your book of business to determine the most profitable plan profile
  4. Identify potential revenue opportunities

An Introduction to the (k)alculator

Learn how to build your own plan profitability analysis
Watch video

For additional sales ideas and business development tools, visit our defined contribution (k)nowledge center.

The Plan Profit (k)alculatorTM 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. 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. Neither Nuveen Investments 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 the “Legal Information” provided on this website for additional disclosures related to this tool.
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