Forums Support Library RPA – Retirement Plan Analyzer What are the best reports to show my clients?


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    • Kathleen Reynolds
      Post count: 428

      Start with the presentations. Most customers find that either the Asset Analysis or Net Distributions presentation make a good “first page” for illustrating what they are trying to illustrate.

      Once you have settled on which one of those you would like to show, look at the reports on the Recommended Reports tab and the Analysis Reports tab. The Summary Report is a popular way of showing a “top view” of what happens in the plan. The Estate Analysis Report shows what would happen were death to occur in each year. If you’re curious about cash flow, look at the Distributions Breakdown report.

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