Products November 8, 2011

WealthTrace Releases Retirement Planning Application

November 8, 2011 (PLANSPONSOR.com) – WealthTrace has released an online retirement planning application for financial advisers and individuals who want to create their own retirement plan. 
 
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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 use 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.

Products November 8, 2011

Lincoln Trust Acquires TPA

November 8, 2011 (PLANSPONSOR.com) - Lincoln Trust Company has completed the acquisition of Fringe Benefit Administrators (FBA), a third-party retirement plan administrator. 
 

Reported by

The combined companies will have a stronger presence in the small-plan marketplace, offering more comprehensive plan administration, plan design, and consulting services. Lincoln Trust will service more than 2,300 qualified plan clients and will administer more than $9.5 billion in assets.

Lincoln Trust’s acquisition of FBA is complementary to its existing business and brings several new plan types to Lincoln Trust’s offerings, including 403(b), 457(f), cash balance, defined benefit, ESOP, non-qualified, money purchase, and target benefit plans. FBA is based in Metairie, Louisiana

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