The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Online Search Enabler Attracts More Clients Not Rated 3.5 Email Routing List Email & Route  Print Print
Thursday, April 10, 2003

Online Search Enabler Attracts More Clients

by: Ki Kim

Mendota Heights, Minnesota-based PlanAnalytics has partnered with four new adviser groups and 529 program managers in the first quarter. Jefferson Pilot Securities and Quick & Reilly are joining its Web-enabled Search401k and Search529 services, while Northwestern Mutual Investor Services and TIAA-CREF have signed up for the latter product.

A spokesperson for the online marketplace said the firm likely will add another six new clients for its core 401(k) and 529 service offering next month, declining to name the firms at present.

"I think it is an important statement that through client budget cuts and a downturn, our clients have been able to quantify our value and advocate for our services. We have spent this last year focused primarily on listening to client feedback and turning their feedback into enhanced products and new services to support them," said Tom Plumb, CEO, PlanAnalytics.

PlanAnalytics' Search529 enables advisers to search and compare available 529 plans based on the individual needs of their client at no cost to them. The product enables users to identify plans, and download sales materials and pre-completed enrollment forms. 

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2020: Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use