Bankers Systems will focus on providing IRA documentation, consulting, and administration services, while McKay Hochman will concentrate on qualified retirement plan document and Internet offerings.
In addition to McKay Hochman’s Internet document creation tools, clients will be able to tap into Newkirk’s 401(k) Portal, which provides greater integration between plan documents, enrollment communications, on-line statements, and educational materials.
Bankers Systems, who reportedly offers its IRA products to over 80% of US banks will, in turn, will open its IRA doors to Newkirk, McKay Hochman, and their customers.
– Nevin Adams
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