Schwab Retirement Business Services has launched a suite of retirement tools to help advisors increase productivity and build skills in their 401(k) plans.
The suite is the result of a partnership with fi360 and The Retirement Advisor University at UCLA's Anderson School of Management Executive Education.
The suite is a customized version of fi360's toolkit, which provides analytical, management and reporting features to advisors working on 401(k) plans. Schwab's toolkit allows advisors to manage client records, set up automatic updates, document and track investments, test asset allocations, generate proposals, and comply with 408(b)(2) fee disclosure rules.
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