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
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