Deals & People November 8, 2011

Janus Selects Fidelity as Retirement Provider

Janus Capital Group chose Fidelity Investments to provide it with a defined contribution plan, a non-qualified retirement savings plan, and stock plan services. 
Reported by

Fidelity began delivering certain Janus participants with 401(k) and non-qualified retirement savings plans on July 1, and began providing eligible participants with stock plan services on October 17.

Upon final implementation of all three savings programs, Fidelity will service approximately 1,100 Janus participants with an estimated $250 million in assets under administration.

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Products November 8, 2011

WealthTrace Releases Retirement Planning Application

WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 
Reported by

WealthTrace, a provider of retirement planning software, has created an application that allows users to find out how much money they are expected to have when they retire, as well as when their money will run out. They can then use the software to generate ideas and solutions.

The company says advisers can benefit from the software in the following ways:

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•  Client-interactive approach to help make clients part of the process

•  Advisers can show their clients, rather than telling them, how they can reach their retirement goals

•  On-screen answers and scenario results will show clients immediately what can happen when variables change

•  Users can get started right away without having to attend a demo

For more information, visit http://www.mywealthtrace.com.

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