We and Fi360 aim to improve participant outcomes and advance the retirement plan advisory industry, and this new relationship reflects and enhances our shared focus.
DALLAS, Ore. (PRWEB) April 16, 2018
Retirement planning software developer RetireReady Solutions® has joined forces with Fi360, a provider of fiduciary-related education and technology for retirement plan advisors. The two organizations today announced a preferred relationship that will provide additional products and services to their shared clients.
“I am very excited about this relationship,” said Edward Dressel, president of RetireReady Solutions. “We and Fi360 aim to improve participant outcomes and advance the retirement plan advisory industry, and this new relationship reflects and enhances our shared focus.”
The relationship will give clients of both companies preferred access to certain products and services. Current users of RetireReady’s TRAK and TRAK-Online software will receive special pricing for Fi360’s Fiduciary Focus Toolkit™ and Toolkit for Advisors.
“Our new relationship will provide plan advisors with innovative technology and educational resources to better serve plan participants,” added Dressel. “We are proud to partner with Fi360 and pleased that our customers will have the opportunity to further grow in their role as plan fiduciaries using Fi360’s excellent resources.”
RetireReady Solutions® (formerly Trust Builders, Inc.) helps advisors build trust with their clients. Founded in 1986 as a retirement investment firm for teachers and other public employees, RetireReady Solutions specializes in retirement modeling, analysis and illustration software for 401(k), 403(b) and federal retirement plan advisors, agents, and brokers. RetireReady Solutions is committed to continuously improving its software and to supporting plan advisors with world-class training and support. For more information, visit http://www.RetireReady.com.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at http://www.Fi360.com, via Twitter or on LinkedIn.