Insights Charts & Reports

Articles and videos created to help you interpret your Plan.

Michelle Dash avatar Nancy Gates avatar
18 articles in this collection
Written by Michelle Dash and Nancy Gates
Charts

Plan Analysis Charts

This page describes a number of charts that may help you analyze your Plan.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Cash Flow Forecast Chart

This video describes how to read the Cash Flow Forecast chart.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Surplus-Gap Chart

This video describes how to read the Surplus Gap Chart.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

How to use the Lifetime income Projections Chart

This article describes how to read the Lifetime Income Projection chart.
Michelle Dash avatar
Written by Michelle Dash
Updated this week

Lifetime Income Projection Chart

This video describes how to read the Lifetime Income Projection Chart
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Income and Expense Projections

This video describes how to read income and expense insights charts.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

How to Read the Savings Withdrawals Chart

This article explains how to read the Savings Withdrawals chart.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Insights Withdrawal Chart

This video explains the Withdrawals chart, which compares the 3 withdrawal strategies available in My Plan.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

How to Read the Insights Savings Balances Chart

This article explains how to read the Savings Balances chart within the Insights Section.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

How to Read the Insights Contributions and Investment Returns Chart

This article explains how to read the Contributions and Investment Returns chart within the Insights Section.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

Savings Projection Chart

This is a video that explains how to use the savings projection chart.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago

How to use the Savings Projections Chart

This article explains how to read the savings projection chart.
Michelle Dash avatar
Written by Michelle Dash
Updated over a week ago