New Features

Videos and articles created to showcase our cool features and improvements as they are released.

8 articles in this collection
Written by Davorin Robison, Rae DeBruyne, and Nancy Gates

Newly Released Features

New Feature: 2022 Roth Conversion Calculator

This article details how to use the current year Roth Conversion Widget.

Written by Rae DeBruyne
Updated over a week ago

New Feature: Tax Cuts and Jobs Act of 2017

This article describes the Tax Toggle which allows you to change the tax assumptions in My Plan

Written by Nancy Gates
Updated over a week ago

Coach Reports

This video demonstrates our new Coach Reports, designed to provide personalized answers to your questions about your Plan.

Written by Nancy Gates
Updated over a week ago

Plan completeness

This video demonstrates how to increase your Plan completeness.

Written by Nancy Gates
Updated over a week ago

How to enter an Employer Match and Income Linked Contributions in My Plan

This video demonstrates our new feature for income linked contributions and employer matching.

Written by Nancy Gates
Updated over a week ago

When should I retire? How can I quickly test different retirement ages?

This article introduces the definable retirement date feature and shows several helpful applications.

Written by Davorin Robison
Updated over a week ago

How can I model a change to my asset allocation over time?

This article outlines how and when to use the future rate change feature.

Written by Davorin Robison
Updated over a week ago

Features Released this year

Do you have a suggestion or feature request that you'd like to share?

We now have a democratic suggestion box and this video shows how to access and use it.

Written by Davorin Robison
Updated over a week ago