The app allows client plan sponsors and their plan participants to get real-time information about their retirement accounts. It provides access to investment information, up-to-date balances and transactions.
The information is “read only,” but upgrades in the near future will allow users to make changes to their accounts via a smartphone.
You can access the apps via the Android Market and iTunes. Search specifically for “Retirement Focus.” For the iPad, the operating system needs to be version 5.0 or newer.
For more information, visit www.FindleyDavies.com.