Retirement Central®

Retirement Central is an Internet-based solution which integrates top-shelf retirement-oriented content, education and planning tools with highly targeted calls to action. At any given point within Retirement Central® users are only a click away from links to related articles and planning tools, an online request for more information, or an action-oriented next step such as completing an online rollover IRA application. Retirement Central® also offers the financial organization a variety of customization options that will allow them to easily weave in their own unique content and calls to action as well as their own links to other areas within their enterprise-wide Web site.

College Central™

College Central is the perfect complement to Retirement Central®. Much like its sister platform, it is front-end web based platform that provides consumer education, planning tools, calculators and execution applications that can be seamlessly integrated with a financial organization's overall web strategy. Whereas Retirement Central® addresses the number one financial concern of the consumer, College Central™ addresses the number two concern - college funding. College Central™ assembles 18 best-of-breed decision support tools and consumer educational content sections covering Coverdell and Section 529 Plans. A non-technical person can control site content menu items using the "light-switch" administrative controls - by just clicking "on or off". The institution's unique product and service objectives are fully supported by the power to select and deselect tools, edit content, integrate links and deliver customized call-to-actions in just moments, requiring no web programming.

IRA Service Center™

IRA Service Center is an Internet-based solution that delivers a unique set of interactive IRA forms to assist customers in opening Traditional, Roth, and Coverdell ESAs while providing comprehensive "Learn About" text to aid in the decision making process. Conducting ongoing IRA transactions can be completed at a financial organization's website 24 hours a day, seven days a week with the IRA Service Center™.

HSA Service Center™

HSA Service Center combines Health Savings Account forms, planning and "what-if" tools, compliance logic, and broker/consumer-focused guidance at a single Internet location. This allows your organization to achieve a seamless interface to serve participant needs and to retain assets.

Plan Adoption System™

The Plan Adoption System is a web-based application that takes plan design and set-up to the highest level of accuracy, professionalism, and efficiency. Hallmark features, such as version history, compliance controls, and dynamic Summary Plan Description & Plan Highlights Sheet generation remain staples within the system. New features, such as the ability to create user profiles and interfaces allows financial organizations to expand system access as their distribution and servicing models evolve. Together, these features take plan establishment to the next level to meet this changing marketplace's needs.

IRA Strategist™

The IRA Strategist Suite includes three IRA decision making tools. The IRA Eligibility Calculator™ determines the IRA options available while the IRA Selector™ and the IRA Conversion Analyzer™ determine which of the options is most beneficial.

Distribution Strategist™

The Distribution Strategist Suite incorporates four different tools to help individuals and advisors determine the best way to manage the distributions from retirement accounts. The tools in the Distribution Strategist™ Suite include the Rollover Planner™, RMD Planner™, Beneficiary Planner™ and the Early Payout Planner™, all of which are core tools for asset retention.

Roth(k) Comparison Projector™

Roth(k) Comparison Projector is a web-based tool that allows investors, plan participants, plan sponsors, employees and employers to learn about the differences between Traditional and Roth contributions and distributions. It will allow them to compare the tax consequences of Roth vs. Traditional contributions, given participants’ current and anticipated tax situations.

Business Retirement Strategist™

The Business Retirement Strategist consists of tools which help advisors and business owners plan and select retirement plans for their companies, based on balanced understanding of both plan features and projected plan costs. The tools in the BRS include the BRP Comparison Projector™ and a stand alone version of the Individual(k) Calculator.

Individual(k)

Individual(k) site consists of all the pieces needed to launch an Individual(k) website for selling and supporting this innovative product. This site contains a calculator that can be used to compare the Individual(k) to other retirement plan options. Also included are informative and easy to understand FAQ's, product explanations, and technical background information.

Retirement Savings Planner™

The Retirement Savings Planner is a wealth-forecasting tool used to assist the user in planning his/her retirement needs.

Major Purchase Planner™

The Major Purchase Planner allows a user to plan for an event in the future. The user views the results in gap analysis format and any shortfall is listed in total dollars as well as additional monthly taxable savings required.

College Planner™

The College Planner allows an individual to plan on sending a child to college incorporating such variables as; cost, year, financial aid and anticipated savings.

e-Learning

e-Learning courses provide a self-directed, efficient and cost-effective way to learn about IRAs and other savings vehicles. BISYS e-Learning courses offer web or CD-based, self-paced courses that learners may participate in from the comfort of their own workstations. Our web version uses the Pathlore® Learning Management System (LMS) which is AICC and SCORM® compliant. The majority of our courses have been approved for continuing education credits which can be applied to obtain or retain numerous certifications. You can sample the IRA Authoritative Hierarchy course now. To view the demonstration you will need to download the Macromedia® Authorware® Web Player which is available, free, from Adobe®.

e-Resource Center

The e-Resource Center serves as an internet reference library that provides immediate access to in-depth and pratical IRA, Coverdell Education Savings Account, Health Savings Account and Qualified Retirement Plan technical information. In addition, the e-Resource center offers us substantial retirement plan form library, government source documents and a glossary of IRA and retirement plan terms.

Coming Soon!

Preview the latest technology products currently in development at BISYS Retirement Services. Contact your BISYS Retirement Services sales associate for a demo by calling 1-800-346-3860 or e-mail: sales.support@bisys.com.

OnTrack™

OnTrack is designed for financial organizations that want to provide value-added services to advisors who distribute their funds. OnTrack enables advisors to create and store client profiles and perform holistic retirement gap analyses that factor in all sources of retirement income, purchases and major life events, such as a second home, college tuition or career change. This highly customized solution allows Advisors to use OnTrack to compare qualified and nonqualified portfolios, conduct asset allocation models, forecast retirement readiness using Monte Carlo simulation, and print thorough summary reports that can be branded for each advisor. This solution will attract new and increase the satisfaction of your existing team of advisors.