Meet Our Retirement Planning People


The journey to reaching retirement looks different for everyone—and whether you’re just starting to save, you’re well on your path towards retirement readiness, or you’re just about to start your years of retirement bliss, it’s important to implement a retirement strategy and plan that works for you.

Check out various retirement planning scenarios below to identify with our retirement planning people and the many ways to prepare for retirement while juggling life’s twists and turns. Hover over each saver to learn a little bit more about them, and decide who you relate to most! Read more about their background, current savings situation, and review their Years of Retirement projections to get a better idea of what their future will look like—then, run your own Years of Retirement projections!

JUST STARTING TO SAVE:

 

ON THE PATH TO RETIREMENT READINESS:

 

NEARING RETIREMENT BLISS:

 

CoPilot recordkeeping services include Years of Retirement calculations and savings alerts. Services for CoPilot are provided by Plan Administrators, Inc. (PAi), an Ascensus company. The Years of Retirement resource is for illustrative purposes only and is not, in any way, a guarantee of future results.