Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Retirement-Planning Software Needs Overhaul
MarketWatch June 10, 2009
Excerpt: In the past year, improbable financial events became all too real, calling into question some commonly-held beliefs about retirement planning -- and forcing a closer look at software tools that use probability models as a basis for helping people prepare for retirement. These days, savers, retirees and advisers are looking in the rearview mirror, questioning the value of software that failed to live up to its billing. Likewise, firms -- perhaps validating the notion that such software failed -- are rolling out new versions of their retirement-planning tools in hopes of meeting the needs of savers in a world where nothing is guaranteed.
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