Retirement Calculator

AssetMark Advisor Growth Tool

Retirement Plan Growth Calculator

Discover the opportunity in your book, estimate the potential practice impact, and explore how retirement plan and IRA assets could compound over time.

Retirement Plan Growth Calculator – Version 2

1. Your Business Opportunity

2. Your Practice Impact

3. Your Long-Term Growth

Your Business Opportunity

How much opportunity do I have?

Start with the business-owner relationships in your book and estimate the portion that may represent a retirement plan opportunity.

Business Owners in Your Book 0

An estimate of business-owner clients you already advise in your book of business.

Retirement Plan Growth Opportunity 20%

Estimated percentage of business-owner clients that represent a retirement plan opportunity.

Based on your assumptions…

Retirement Plan Opportunities

20% of your business-owner book represents a retirement plan opportunity.

Why This Matters

Every business-owner relationship has the potential to become a retirement plan opportunity that strengthens client relationships and expands the services you provide.

Your Long-Term Growth

How could that opportunity grow over time?

Refine the opportunity by modeling asset growth, retention, cash flows, and potential IRA rollover capture.

Annual Asset Growth5.5%

Annual Plan Retention100%

Average Annual Contribution Flow Per Plan$500K

Estimated annual contributions flowing into each retirement plan.

Average Annual Distribution Flow Per Plan$500K

Distribution flow is modeled as equal to annual contribution flow.

Wealth Assets Outside of Retirement Plan 0%

Non-retirement wealth or alternative/private market assets

Wealth Management Advisory Fee 1%

Estimated annual advisory fee earned on non-retirement wealth or alternative/private market assets.

Include IRA Rollover Capture

IRA Capture Rate15%

IRA Advisory Fee0.75%

Asset Opportunity

Retirement Plan AUM

IRA Assets Captured

Outside Wealth Assets Captured

Total Assets Influenced

Revenue Opportunity

Retirement Plan Revenue

IRA Revenue

Outside Wealth Revenue

Total Annual Revenue

Cumulative Total Revenue

Outside Wealth Assets are calculated from the selected percentage of AUM tied to newly won retirement-plan relationships. Total Revenue includes retirement-plan revenue, IRA revenue, and outside-wealth revenue.

Year	Plans Added	Total Plans	Plan AUM	IRA Assets	Outside Wealth Assets	Total Assets Influenced	Plan Revenue	IRA Revenue	Outside Wealth Revenue	Total Revenue

Why This Matters

As retirement plan assets grow and IRA rollover opportunities are captured, retirement plans can continue building long-term value for both your clients and your practice.