Financial modeling tools

We offer financial modeling to assist plan administrators in achieving various target funding goals, compare current group retiree insurance to Emeriti insurance, and evaluate potential compensation savings available through the Emeriti Retirement Health Program.
PREMIUM COST SAVINGS

Calculate potential premium cost savings

Understand the potential costs savings associated with converting existing retirees to Emeriti group health plans.
COMPENSATION SAVINGS

Evaluate potential compensation savings

Understand how discretionary retirement incentive funding through Emeriti’s Grantor Trust can result in total compensation savings.
TARGET FUNDING

Determine target funding amounts

Determine prospective annual contribution amounts for funding Emeriti Retirement Health accounts on an individual, as well as an aggregate basis.
 
Illustrate cash-flow implications and various transition scenarios when moving from a defined benefit to a defined contribution retiree health plan.
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SOLUTIONS

3 ways retiree health creates better outcomes

Retirement readiness just got easier.
SOLUTIONS

The retiree healthcare challenge

Bridging the retiree healthcare gap.
INSIGHTS

Smarter way to offer retiree health benefits

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INSIGHTS

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