Manages correspondence and prints checks for retirees. Tailored investment program to fit a client company s needs. In estimating an employee s retirement needs, considers a range of variables, including housing, food and entertainment. Compares the performance of a vast pool of fund managers on a wide variety of criteria. Can apply complex performance measures, such as Sharpe and Sortino ratios.
Subscribers receive email prompts suggesting how to reallocate portfolios.
Yes 50 Offers information on everything from IRAs to grants of company stock. Chat rooms dedicated to investment-related topics. A customized calculation shows the cost of waiting one year in terms of a diminished retirement nest egg. Gives tax and estate planning scenarios regarding converting from traditional to Roth IRAs. Risk-profile questionnaires and portfolio allocation tips.