Toland, Finke to Launch Income Planning Tool to Visualize Withdrawal Options
Remy Samuels covered the launch of IncomePath for Planadviser and Plansponsor:
While IncomePath will initially only be available to individual financial professionals in the retail environment, Toland says she sees an opportunity for creating customized versions of the tool for different firms and different products in the 401(k) sector.
Read more at Planadviser or Plansponsor
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Press
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