Current vs. Proposed

When working with a client, they may object to how much they need to increase their retirement contribution, that they cannot afford a specific increase in contributions to their retirement account (for example, $200). This quick comparison tool will help you quickly show them the impact of increased contributions have on their paycheck (and that that it may only cost them $140).

The Current vs. Proposed Paychecks displays two paychecks for the client. If a spouse is included in the illustration, their paycheck can be included by checking For Contribution Comparison include the Spouse's Paycheck in the Paycheck Options panel.

The specific fields for the paycheck are dependent upon the Employer File configuration, and the settings in the Paycheck Options. See Paycheck Data Entry for more information on the data entry fields.