Conversion Plan Statement
These statements compare the future value of the existing plan with the value of the replacement plan for each eligible employee at different retirement start ages. Where the employee has a choice, the goal is to help each employee make an informed decision on which plan is better.

Retirement Benefit Statement
These statements summarize the complete set of retirement benefits for which the employee is eligible. Often they are generated to coincide with on site retirement planning workshops.

401(k) Projector
These statements project future values for 401(k) balances at the present contribution rate, and at +2%, +4% and +6%. The goal is to motivate employees to increase their contributions.