What is the RISE Score and what does it do?

Just as a credit score is a measure of an individual’s credit worthiness, the RISE Score is designed to be a measure of an individual’s retirement readiness.

Each individual’s RISE Score is generated by analyzing their specific financial profile, taking into account their demographic information, current savings, projected retirement expenses, and expected sources of retirement income. These are all analyzed across a range of scenarios against risks that all retirees face, including market risk, inflation risk, and longevity risk.

As an assessment tool, the RISE Score offers numerous potential applications to the broader community of retirement planners and investors. Whether for consumers and financial advisers or DC plan participants and sponsors, the RISE Score provides an intuitive and easy-to-use way to quickly determine potential gaps in retirement income and gauge retirement readiness.

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Recipients must make their own independent decisions regarding any strategies or securities or financial instruments mentioned herein.

The products or services described or referenced herein may not be suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve significant risks, and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient.

Any discussion of risks contained herein with respect to any product or service should not be considered to be a disclosure of all risks or a complete discussion of the risks involved. The recipient should not construe any of the material contained herein as investment, hedging, trading, legal, regulatory, tax, accounting, or other advice. The recipient should not act on any information in this document without consulting its investment, hedging, trading, legal, regulatory, tax, accounting, and other advisers.