All posts by gowealthproblogadmin

LPL Compliance Approves Social Security Maximizer™ Output

Retirement Income Plan, Social Security

Good news for LPL advisors. LPL Compliance team has reviewed and approved the use of Social Security Maximizer™ output for customers. The LPL compliance tracking number is 1-274865.

The output has been given an ‘Approved As Is’ status by Marketing Regulatory Review. For advisors who want to use and/or customize preapproved materials, they must first be directed to Chapter 15 (Communications with the Public), Section 26.3 (Pre-Approved Communications), of the Advisor Compliance Manual posted on Branch Net. There, they will find instructions on how to use preapproved materials and how to meet their Books and Records requirements.

American Banker writes about GoWealthPro’s Enterprise Retirement Planner

Retirement Accumulation, Retirement Income Plan

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

Financial Planning, Retiree Healthcare Plan, Retirement Accumulation, Retirement Income Plan

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.