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Products January 6, 2004
TRUSTlynx Teams with MasteryPOINT
June 25, 2002 (PLANSPONSOR.com) - Third-party
administrators (TPAs) will be able to provide retirement plan
sponsors and participants with new online financial planning
tools because of new partnership.
Reported by Fred Schneyer
TRUSTlynx, a custody and electronic support service provider for daily valued retirement plans through TPAs, announced that its clients would have access to Internet financial planning software from MasteryPOINT Financial Technologies.
MasteryPOINT’s software, which includes interactive features such as risk-assessment questionnaires and financial planning calculators, is intended to help TPAs assist plan sponsors in giving participants financial planning support, the companies said.
MasteryPOINT provides basic education, financial planning tools (including investment direction and advice), and real-time connectivity to account balances and investment elections.