John, The company is required to file form 5500. For a retirement plan form 990 is only filed when the plan has UBTI.
Ken, I use "Money Guide Pro". I have found this to be the most comprehensive planner out there. Cash flow, risk management, asset allocation , what if scenarios, estate planning. A little bit of a learning curve but alot of capabilities. Hope this helps. Dan Chen
Professor Kotiloff has interesting software too ... http://www.esplanner.com/our-products
My name is Darryl Jarmosco, CFP, ChFC, RCC I'm a Business and Peak Performance Coach. I have over 10 years industry experience along with 10 years experience as a coach
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Participate in this new, confidential research study by June 30th sponsored by Cerulli Associates and receive a complimentary report based on the key findings from Cerulli’s latest research update. The report leverages data-based insights to demonstrate how advisors can harness the power of their client experience to: · Fuel growth · Reduce attrition · Generate a strong referral system Take the Survey
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