Understanding Your
Retirement Spending Report
Understanding Your Retirement Spending Report
Will I Be Okay in Retirement?
Your personalized Retirement Spending Report (RSR) gives you the big picture on where you will be tomorrow, based on where you are today.
Wellspring Financial Partners takes your unique data from your retirement account and combines it with your salary data to create an estimate of what your retirement income might look like. We also provide suggestions on spending and savings to demonstrate how your retirement savings stack up to the rest of your company and the nation.
This service is available if your employer uses Wellspring Financial Partners as their Plan Advisor.
If your employer doesn’t provide a Retirement Spending Report, encourage them to contact Wellspring Financial Partners, and show them a sample!
Explainer Video for Retirement Spending Reports
Wellspring's Commitment to You
Inside Cover
401k Savings Comparison
The green bar on the left shows what you have saved in your company’s retirement plan. The bar with the colors of the American flag shows the average 401k balance for US workers who have been at their company for ten years. This page also includes a comparison to the average 401k savings among your co-workers.
Spending Quick Check
Spending Ability Today Versus in Retirement
Other Retirement Savings
What's Next?
Step-By-Step Recommendations
Revisit
Take Advantage of Your Retirement Plan Benefits
At Wellspring, we go above and beyond industry norms for employee participants in our retirement plans. We can help you manage and understand every aspect of your financial life.
