PlanSuccess System consists of three components:
- Behavioral Audit - Using our online audit tool, plan advisors and plan sponsors respond to a series of questions to evaluate the behavioral health of the plan.
- Behavioral Toolbox - The audit shows how the plan stacks up against three key success measures—participation health, deferral health and investment-menu health—and delivers a tailored set of recommendations.
- PlanSuccess Monitoring - The financial advisor and plan sponsor discuss appropriate actions and then measure progress over agreed-upon time frames.
Access to the complete PlanSuccess system will be provided exclusively to Certified Behavioral Finance Analyst designees, who are certified to conduct Behavioral Audits to help their existing and prospective clients achieve more successful plans.
About the CBFA
The Certified Behavioral Finance Analyst (CBFA) designation was created by the Allianz Global Investors Center for Behavioral Finance to identify an exclusive group of retirement focused professionals who have undergone the training required to utilize the Center’s PlanSuccess System and perform PlanSuccess Behavioral Audits of retirement plans.
For more information, please contact your Allianz Global Investor Retirement Investment Consultant