Monthly Archives: November 2013

American Banker writes about GoWealthPro’s Enterprise Retirement Planner

The Enterprise Retirement Planner, announced last week, lets retirement-plan advisors automate the creation of personalized retirement plans by accessing information directly from the plan recordkeeper. The software permits advisors to upload information on a client’s salary, contribution level and other personal data into the system to produce reports that display a plan participant’s risk profile and project retirement income based on different allocation strategies…

By Chris Cumming 
Click here to read the entire article at American Banker website.

Plan Adviser magazine writes about Enterprise Retirement Planner

The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards. — GoWealthPro Corporation developed the program to help advisers meet growing margin pressures brought on by fee disclosure requirements from the Department of Labor (DOL). Developers hope the software will help advisers maintain efficiency and decrease fact-to-face time with clients during the creation of retirement plans…

By Plan Adviser Staff
Click here to read the entire article at Plan Adviser magazine website.

GoWealthPro Announces The Enterprise Retirement Planner

Retirement plan advisors are increasingly experiencing margin pressures due to fee disclosure requirements from the Department of Labor and from the time-intensive exercise of face to face creation of retirement plans.  At the same time, more and more retirement plan sponsors are demanding to…Read more at