Guest CPeterson Posted December 7, 1998 Posted December 7, 1998 Hello! I was wondering if anyone has found or knows of an online subscriber program where folks could sign up to view reference materials on retirement plans (401k, 403b, pension, etc) using their Web browser... this would really be an ideal way for my department to find information. A professional Web developer, combined with a knowledgable Plan-level staff, would be an incredible thing! Up-to-date information, e-mail newsletters, all that good stuff. Specifically what I need is reference materials, the ins-and-outs of Retirement Plans in every shape, color, and size. Any ideas?
mwyatt Posted December 8, 1998 Posted December 8, 1998 Our office signed up for RIA's Checkpoint service which allows you to access all of the material traditionally found in the RIA bound volumes over the Web. We originally replaced the paper volumes with their CD-ROM product, but recently switched to the Web service. You have full access to all their material pertaining to pension plans from any web browser (all you do is log in at the Web site to access). The service is a little pricy, but not too expensive when you take into account that you can eliminate your paper reference service (CCH, RIA, etc.) as all of that material is included in the Web service. One advantage is that the material is continually updated; another is that noone has to file the weekly updates. You also can access the material at work or home (or at a client's office for that matter) as the service is not bound to a physical address E-mail if you want to talk about this further (no I am not connected with RIA, just a user).
Guest ERead Posted December 8, 1998 Posted December 8, 1998 You can also find the information yourself on-line. Several areas specialize in Retirement information. I usually can find what I'm looking for on BenefitsLink or through the IRS bulletins that are issued weekly. RIA is a good reference - I've used the CD version and found that it was very informative, but a little hard to navigate until you learn the software front-end. BNA also publishes a CD style information source, and I have heard about a BBS available to TPA's and actuaries - someone else may have more on that. It will be interesting to see what all sources people post for you to check out - keep us posted on which seems to work best for your purpose.
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