Monthly Plan Updates - April 2026

Great news: April data and plan updates are complete!

Income Lab is committed to keeping your plans current and up-to-date. At the beginning of every month, Income Lab updates all data used in our software and automatically updates all of your Tracked & Monitored plans. That means these plans are never stale and you are working with the latest data and assumptions.

With this latest update:

  • Default capital market assumptions have been updated.

  • Tracked & Monitored Plans have updated values (account balances, longevity and plan length, inflation/purchasing power, guardrails, etc.) and plans have been checked for adjustments (guardrails, inflation adjustments).

  • Economic context variables used in Historical Analysis have been updated to reflect data through the end of March 2026.

  • Retirement Stress Test examples and Historical Analysis graphs now include one more month of history.

Please to check whether any of your Tracked & Monitored Plans are calling for adjustments.