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Mergers & Acquisition Specialist Compass
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MVP Plan Administrators, Inc.
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July Business Services
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Anchor 3(16) Fiduciary Solutions
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ESOP Administration Consultant Blue Ridge Associates
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EPIC RPS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Strongpoint Partners
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BPAS
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Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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Regional Vice President, Sales MAP Retirement USA LLC
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Nova 401(k) Associates
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The Efficacy of Publicly Available Retirement Planning Tools
Taft Dorman, Barry S. Mulholland, Qianwen Bi and Harold Evensky via SSRN
Feb. 24, 2016
"The authors conclude that the advice provided from a majority of these tools is extremely misleading to households, and propose a more systematic approach to tool development by improved choice of input variables. Analyzing professional advisor opinion and theory, critical input variables are identified and recommended. A case scenario is developed incorporating these critical variables and used to test the efficacy of 36 publicly-available retirement planning tools."
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