Products April 19, 2011

Still River Adds Retirement Consulting Unit

Still River Retirement Planning Software and RetirementWORKS developed a retirement consulting unit, along with four white papers, to present its new strategies for serving the retirement marketplace. 
Reported by

The Still River/RetirementWORKS partnership works with financial companies, employers, and governmental and not-for-profit organizations, both large and small.  Its specialty is helping older employees prepare for retirement, and helping retirees maintain or improve their financial situation.  

“As awareness grows that retirement is about more than investment and, for that matter, about more than money, there is a greater need for education, advice, and consulting.  That is why we have decided to place more emphasis on this side of our business” said Chuck Yanikoski, President of Retirement­WORKS, Inc. 

The four papers cover the following topics:

  • Migrating from a transaction-oriented to a relationship-oriented retirement income strategy      
  • Using integrative planning as a tool to obtain and satisfy affluent clients                 
  • Creating a new kind of Defined Contribution plan company          
  • Targeting middle-market Baby Boomers for retirement services

Links to these papers, along with additional information about Still River’s consulting services, can be found at http://www.StillRiverRetire.com/Consulting. 

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