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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
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Retirement

Plan Profit (k)alculatorTM: Designed to provide a more accurate financial picture of your retirement plan business

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How profitable is your retirement plan business? Get started now!

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
  5. Contribute to determining the valuation of your business
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