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View More Press Releases by Newkirk

Press release:

New Roth Conversion Analyzer From Newkirk Addresses Tax Changes

Issued by: Newkirk

Date: May 7, 2013

ALBANY, N.Y., May 6, 2013 -- Newkirk, a leading provider of marketing communications for financial and healthcare companies, today announced that its new Roth Conversion Analyzer has been completed to accommodate new tax law provisions allowing for more in-plan Roth conversion options.  The Roth Conversion Analyzer is a companion to the existing Roth Savings Analyzer.

Created by Newkirk's MasteryPOINT® subsidiary, the new online analyzer includes an interactive tutorial summarizing the in-plan conversion options and a conversion analyzer tool.

"Now that plans can allow participants to convert plan dollars into the Roth option, new tax-planning opportunities have been created," said Pete Newkirk, president of Newkirk. "We see news stories every day about participants needing more and better retirement education and guidance. The Roth Conversion Analyzer enables providers and advisors to help these participants understand the new options and determine a strategy that makes sense for them."

Newkirk's plan conversion analyzer can:

  • Capture participant and spouse demographic and tax information.
  • Capture current balance and savings information.
  • Provide an estimated balance at retirement for three conversion scenarios
    • No Roth conversion
    • Partial conversion to a Roth using existing savings
    • Complete conversion to a Roth
The conversion analyzer provides a side-by-side comparison of the projected results and can help participants determine what works best for them.

To learn more about Newkirk's Roth Conversion Analyzer, visit www.newkirk.com or call 855 NEWKIRK (639-5475). To sign up for a demonstration, visit: http://www.newkirk.com/RothAnalyzer.

About Newkirk

Newkirk, a DST Company, is a leading national provider of participant and sponsor communications for retirement plan providers and TPAs. Newkirk enables providers to cost-effectively and efficiently produce an extensive suite of both plan- and participant-specific communications. Statements, targeted communications, blackout notices, fund mapping communications, personalized enrollment booklets, and sponsor management reports can also all be generated, in paper and electronic formats, from a single system. For more information, visit www.newkirk.com or call 855-NEWKIRK (639-5475).

GuidancePlus/AdvicePlus have been developed by MasteryPOINT Financial Technologies, a Newkirk subsidiary, and are provided by MasteryPOINT and Schlindwein Associates, LLC, a registered investment advisor.

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