Products April 23, 2008

WealthCounsel Unveils New Web Site for Estate Planning Resources

WealthCounsel launched a new Web site portal designed to serve the informational needs of attorneys, financial professionals, consumers, and the news media on topics related to estate planning.
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The Web site portal features four separate sections that contain information tailored to each of the site’s main audiences. The site includes:

  • a glossary of estate planning terms and view a sample trust
  • the ability for consumers to locate a WealthCounsel estate planning attorney in their geographic area
  • a speakers bureau for allied professionals looking for a speaker at their meetings or conferences
  • useful information for visiting attorneys to download, or to subscribe to The Quarterly Counselor
  • a free listserv for financial professionals, attorneys, and the news media who may wish to engage in discussions on various estate planning topics

“As the nation’s population advances in age and as Baby Boomers become more aware of their own mortality, greater attention is drawn to the need to develop an estate plan before they become ill or incapacitated,” said Laura Wilson, executive director for WealthCounsel.

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Citing a 2007 survey of consumers that found that 55% of American adults remain without even a basic will, Wilson indicated that it is clear more needs to be done to educate consumers and their advisers of the benefit of proper planning. By launching the new portal at http://www.wealthcounsel.com, WealthCounsel hopes to serve as a resource for estate planning.

The portal also functions as the main login page where WealthCounsel attorneys enter the site to conduct daily business.

Products April 23, 2008

RSI Beefs Up Customer Service for Advisers

RolloverSystems Inc. (RSI), has enhanced its services for advisers, retirement plan sponsors, and third-party administrators (TPAs) in the management of 401(k) plans rollovers.
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An RSI news release said the new developments include:

  • a team to work with TPAs to help TPAs understand how rollover management can help them strengthen and differentiate their practices
  • a team to work with advisers and plan sponsors. The group will also work with plan sponsors to address “plan performance gaps” — the risks brought about by the drag on plan caused by a significant number of accounts belonging to terminated employees.
  • a team of consultants who will work with TPAs and advisers to ensure the most efficient implementation of RSI’s engagements.

“In light of the recent Supreme Court decision, the adoption of auto enrollment, and other important trends that are fundamentally changing the way sponsors manage their 401(k) plans, interest in our rollover management services has been growing steadily,” said Jim Langenwalter, chief marketing officer. “So we want to make it as easy as possible for a growing number of TPAs and advisers to work with us to get their plan sponsors onto our system as quickly as possible.”

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More information is available at http://www.RolloverSystems.com .

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