Products June 22, 2016

vWise, Schwab Retirement Technologies Partner on New Tools

The personalized video and online calculator are both focused on retirement income.
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vWise has partnered with Schwab Retirement Technologies to offer two new tools focused on retirement income: PowerView and IRIO.

PowerView takes into account an individual’s balance, asset allocation, year-to-date contributions and employer matching funds to project their balance at retirement—in the format of a personalized video that provides specific next steps to improve that outcome.

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IRIO, the Integrated Retirement Income Optimizer, encourages participants to contribute more to the plan by showing how increases in contributions translate directly into higher monthly income in retirement.

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