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Annual Retirement Plan Review Book Synthesizes Plan Information
Issued by: ExpertPlan
Date: July 15, 2011
|Show your 401(k) clients everything they need to know about their plans in minutes! Enhance your plan review meetings with this effective and comprehensive presentation tool.
Boston, MA, July 13, 2011 - McGraw-Hill Financial Communications (MHFC) and ExpertPlan, Inc. announce the launch of the Annual Plan Review Book, a new presentation tool for financial professionals to share pertinent plan, participant, and investment data from their clients' 401(k) plans in a professionally designed format.
By compiling plan information in one easy-to-understand booklet, retirement plan sponsors and plan fiduciaries are able to make informed decisions about their plans quickly and easily. MHFC's Annual Plan Review Book includes a detailed overview of the plan's key data and investment performance, including benchmark and educational information. It is currently available through ExpertPlan.
- Plan data and participant demographics laid out in easy-to-read tables and graphics
- Plan investment data, including fund objectives, risks, historical performance, and benchmark comparisons
- Analysis of the economy and the financial markets provided by Standard & Poor's
- Highlights of key legislation and regulations as they apply to retirement plans and plan administrators and fiduciaries
"With new regulations developed and implemented on a regular basis, we want to make sure that we are arming advisors with the tools they need to succeed," said Larry McQuaid, vice president and general manager of McGraw-Hill Financial Communications. "By synthesizing and organizing important plan information in an easy-to-reference booklet, we hope to simplify some of the many responsibilities of plan sponsors and fiduciaries."
Julian Onorato, CEO of ExpertPlan, Inc. said, "We are extremely excited with the McGraw-Hill/ExpertPlan relationship and believe that the strength of this relationship will provide competitive solutions both today and into the future."
For more information, contact McGraw-Hill Financial Communications at 800-326-7697.
About McGraw-Hill Financial Communications
McGraw-Hill Professional is a leading global provider of print and electronic content and services for the business, technical, and medical communities. Its offerings include reference and certification books for all professional and educational disciplines and online solutions on business and financial, medical and health, engineering, and scientific topics. For more information, visit http://www.mhprofessional.com/.
McGraw-Hill Professional is a unit of McGraw-Hill Education. McGraw-Hill Education, a division of The McGraw-Hill Companies (NYSE: MHP), is a leading innovator in the development of teaching and learning solutions for the 21st century. Through a comprehensive range of traditional and digital education content and tools, McGraw-Hill Education empowers and prepares professionals and students of all ages to connect, learn, and succeed in the global economy. McGraw-Hill Education has offices in 33 countries and publishes in more than 65 languages. Additional information is available at http://www.mheducation.com.
For more information: https://www.expertplan.com/roller/eppressrelease/
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