Wealth Management Systems Inc. (WMSI) announced today that it has launched the Small Business Retirement Plan Comparison Calculator within Pershing's NetX360 Retirement Resource Center. This new tool helps advisors to support small business owners in evaluating retirement plan options, choosing a plan to meet their needs and calculating the owner's maximum contribution toward retirement.
The tool is the newest of eight retirement planning calculators Pershing has launched in conjunction with WMSI since 2010 to help advisors address varying retirement planning needs, including Roth conversions, stretch IRAs, NUA and 72(t) and 72(Q). All tools are designed to illustrate personalized client projections in a professional, easy-to-read report format that can be used in support of client meetings.
