How to Improve Retirement Income Planning Software for the Mid-market

Meredith, Betty
August 2011
Journal of Financial Planning;Aug2011, Vol. 24 Issue 8, p28
Academic Journal
The article discusses the ways to improve the computer software used in retirement income planning for the mid-market in the U.S. It highlights the 2003 and 2009 retirement software studies that evaluates the retirement planning software program which includes the retirement planning components of popular programs used by financial planners, financial services' proprietary software and key consumer programs available through the Internet. It reveals that financial and retirement planning industries need to take the lead in developing best practice guidelines for the middle-mass and middle-affluent markets.


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