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Curious about customizing one of our tools or building a new tool that doesn’t exist today? Contact us and we’ll get back to you quickly.

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College Planning Solutions Demonstrations

You will need Adobe Acrobat Reader to view the PDF files returned by some of our demos. Download the Acrobat Reader for free at Adobe.com .

Roth IRA Conversion Optimizer
This state-of-the-art interactive web planning tool demonstrates the implications of converting various levels of assets from a Traditional IRA to a Roth IRA. By moving onscreen sliders, users instantaneously see the effects of different conversion assumptions to arrive at an optimal conversion strategy. There is an option to print detailed PDF reports that include inputs, analysis, results graphs, assumptions and year-by-year projections illustrating the analysis.

Click on the following link to request a live demonstration of the Roth IRA Conversion Optimizer or call Mike Book at 610-913-1000.

Retirement Planner - Accumulation Model
The RPA lets users model how they will meet their future retirement income goals,
Retirement Planner - Distribution Model
The RPD helps users who hope to retire soon (or are retired now) to balance the level of income they require and the length of time the income can be sustained, under a range of scenarios.
Retirement Income Analysis
The RIA provides a retirement income analysis with the right balance between ease of use and robust calculations, a maximum of advisor control at the user level, and almost unlimited flexibility and customization at the institutional level. Click on the link above to see sample screens and to request a demo.
Portfolio Planner
The Portfolio Planner is a decision-oriented application that recommends a specific asset allocation, based on the information and time horizon that the user has entered.

401(k) e-Proposal System
The Archimedes 401(k) e-Proposal System helps sell more plans by making internal staff more productive and shortening the sales cycle.
Personalized 401(k)Projections
The Personalized Projections illustrate the effect that increased plan contributions would have for both participants and non-participants.