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New Features
New Features
Videos created to showcase our cool features and improvements as they are released.
6 articles in this collection
Written by
Davorin Robison
and
Nancy Gates
Newly Released Features
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