Retirement · VennBoard for RICP®s
Income planning. Not just accumulation.
RICPs focus on the decumulation phase — turning retirement assets into reliable income. Divorce can cut that income stream in half overnight. VennBoard gives Retirement Income Certified Professionals a workspace to redesign income strategy after a settlement.
RICP® on a matter
Retirement Income Certified Professional (RICP®)
- Rebuild withdrawal strategy under the post-divorce balance sheet
- Model Social Security claiming with the new circumstances
- Coordinate annuity, pension, and portfolio income sources
- Stress-test the income plan against longevity scenarios
- Audit log: every action timestamped & exportable
Jobs to be done
What a RICP® actually does — on VennBoard.
- Rebuild withdrawal strategy under the post-divorce balance sheet.
- Model Social Security claiming with the new circumstances.
- Coordinate annuity, pension, and portfolio income sources.
- Stress-test the income plan against longevity scenarios.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Withdrawal Strategies
Social Security Models
Income-Source Maps
Longevity Stress Tests
Tools that fit your role
What VennBoard gives a RICP®.
Withdrawal Modeling
Sustainable, not optimistic.
Social Security Integration
Claiming aware.
Source Mapping
Pensions, annuities, portfolio.
Longevity Stress
Plans that survive 95.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.