Planworth uses different dates for projected scenarios, current information, and year-to-date amounts. Check the date label before comparing two results.
Scenario dates
Plan Start Date: The first calendar year in the scenario's projection.
First Year of Retirement: The scenario year when the client's retirement period begins.
Plan End: The last calendar year included in the scenario's projection.
These dates belong to the saved scenario in Financial Insights.
Current and year-to-date information
As-of date: The point in time represented by current client information, including Statements when shown.
Evaluation year-to-date fields: Amounts already received, contributed, withdrawn, or otherwise recorded during the current calendar year before the remaining projection.
When dates appear inconsistent
Confirm the scenario's Plan Start Date, First Year of Retirement, and Plan End.
Check whether the number comes from a current Statement or a future projection.
Review any relevant year-to-date value in the Evaluation.
Confirm that you are reviewing the intended scenario.
These date types do not automatically represent the same period.