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.
Evaluate potential compensation savings
Understand how discretionary retirement incentive funding through Emeriti’s Grantor Trust can result in total compensation savings.
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.
Start the conversation
We are ready to help you discover how Emeriti's Retirement Healthcare Savings Program can work at your organization.