AccountantsWorld has teamed up with ExpertPlan to help accountants provide retirement-planning services to clients.
AccountantsWorld Retirement Relief offers Internet-based 401(k) retirement planning. The service integrates with AccountantsWorld's Payroll Relief application. Business owners, employees and AccountantsWorld's 110,000 members will be able to manage retirement plans over the Web through the system.
ExpertPlan provides both recordkeeping and administrative support for the 401(k) plan. The system supports any type of investment fund. "We are looking at funds from all different fund families, and only those share classes that are appropriate for retirement plans," said Ross Brown, senior vice president of sales and relationship management at ExpertPlan.
The system is expected to be available by the end of the year.
