With the Inside System: Attracting and Retaining Participants , your EFPC's Relationship area can, in just a few clicks, compare your Investment Plan/Profile with any PGBL and Family Plan on the market , in a didactic and comprehensive way.
Thus, your Entity can serve your Participant, facilitating the retention of resources or even easily increasing fundraising for your Benefit Plan.
In just a few steps, the Relationship area can choose various indicators and select any PGBLs or Family Plans, resulting in a technical yet highly didactic report to serve a very heterogeneous audience of Participants, comparing institutional, performance, risk, and cost information in just a few seconds. This report was tested on over 2,000 Participants before reaching its final format, and was very well received and praised by the vast majority.
In addition to everything else, you can configure the system with your visual identity, choosing the colors and logo to insert into the report that goes to the Participant.
Convenience for you
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Register as many Investment Plans/Profiles as you want .
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Compare with various indicators, including CDI, Savings Accounts, average of all PGBLs, EFPCs and Plan modalities.
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Choose any PGBLs (Private Pension Plans) on the market to compare with your Plan/Profile.
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Also choose Family Plans from other pension funds for comparison.
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Add the Participant Balance to simulate its income and costs paid in its Plan/Profile versus other PEGBLs/Family Plans.
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All data for PGBLs and Family Plans is automatically updated by Inside Pensions, with a month-end closing lag for PGBLs and a 3-month lag for Family Plans.
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Information for the Participant
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Institutional Comparison of Plans/PGBLs
In a simple and easy-to-explain manner, the Participant can verify the differences between the Plans to understand whether the products are comparable or not.
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Performance
In addition to comparing product characteristics, the system compares the returns and risks of the Plans in a very didactic way, without losing the necessary technicality. It not only demonstrates returns over various periods, but also the entire concept of risk (volatility) and performance (sharpe), in a way that is easy to understand for a diverse audience.
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Simulations for Everyone
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Simulated Income
After entering any value, everyone can see what the financial return would have been over various periods: 1 to 5 years.
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Effort required
It also simulates how much financial effort would have been required to reach a given value for each of the compared products.
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And the cost?
Finally, we show how much the Participant would have paid in Administration Fees over various periods, demonstrating the cost of each product, with a ranking developed by Inside Pensions .
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CONTACT
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