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Long-term Education Savings
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Retirement Plan Services |
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Personal Financial Planning |
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Employee Communications |
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Education Funding Planning |
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Long-Term
Savings |
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Short-Term
Financing |
Archimedes long-term education savings tools help families and consumers
evaluate the scope of their college savings challenge. All of the long-term
education savings tools can identify the benefits of various best-fit
college savings products and services.
College Savings Planner (CSP)
Determines the individual's college funding goals and what it will take
to get on track to meet those goals, using key personal data. Fun and
easy to use, CSP provides real-time graphics technology to make "what-if"
analysis engaging and intuitive. Individuals can look up college costs
in the tool's database and use them in their analyses. Ideal for use in
a self-service environment, web site visitors can personalize the tool
to their situation to make more informed decisions about plans and products
that make sense. CSP offers a summary report that can be customized for
use by the financial professional.
Learn More:
Online
Demo
Education Funding Planner (EFP)
Creates a personalized education funding report, helping individuals assess
their college savings goals and strategies. EFP analyzes the college funding
challenge for both the total household and for each individual student.
Connected to an extensive college cost database, EFP projects the total
future value of education costs at the individual's preferred colleges
and suggests an action plan for closing college savings gaps. Ideal
for presenting best-fit college savings product information, this tool
can be customized for use as a sales tool for financial professionals
or for use in a self-service environment.
Learn More:
View
Sample Report
Online
Demo
Education Savings Quick-Projectors
Provide quick projections, helping individuals determine the scope of their college savings needs. The various Quick-Projectors allow individuals to get simple answers to questions like "what will college cost in my timeframe" or "what will my current savings plan be worth when my child is ready for college?" Whether used individually or grouped in a suite, Quick-Projectors allow financial service professionals to run quick projections or summaries for their clients and encourage self-service customers to periodically update their projections.
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College Cost Projector |
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College Savings Projector |
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529 State Tax Deduction Calculator |
Learn More:
Online Demos
College Planning Tool Kit
Provides a unique combination of tools and information designed to work
together as a planning center. Whether to develop an initial plan, to
refine existing plans, to perform simple calculations or to model a household's
overall education expense profile, the Tool Kit provides a helpful solution.
Included in the Tool Kit are various information tools: comprehensive
planners, simple calculators, FAQ's, a glossary of terms, a college cost
search and other resources. Designed to allow the user to select the planning
tools and content most useful to them in any order they would like, this
application can be customized to provide the highest value possible.
Learn More:
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