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Plan Profit (k)alculatorTM: Designed to provide a more accurate financial picture of your retirement plan business
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?
- Determine whether a plan is providing the financial return you seek in your practice
- Better assess and refine your service model, cost structure and prospecting efforts
- Assist in segmenting your book of business to determine the most profitable plan profile
- Identify potential revenue opportunities
- Contribute to determining the valuation of your business