U.S. Retirement Partners Announces Enhanced Advisor Planning Tools
Customized Florida DROP and Oklahoma Partial Lump Sum Calculators Added to Website
Iselin, NJ, October 21, 2011—U.S. Retirement Partners (USRP) contracted Still River Retirement Planning Software, Inc. to enhance their Florida Deferred Retirement Option Program (DROP) calculator and add a Partial Lump Sum Option (PLSO) calculator to their already robust Advisor- focused tools. These new calculators will soon be available on the MyUSRP website. Several Partners contributed to the requirements building process that led to the integration of these calculators into the website tools.
“We are very focused on providing the education and counseling necessary for our clients to make informed decisions regarding their retirement planning, and having a DROP-focused calculator available on the USRP website helps make this process that much easier,” said Stephen H. Greenberg, President of Stephen H. Greenberg and Associates, a Founding Partner of U.S. Retirement Partners. He then added, “The first version of this calculator was very good, but automatically populating the State Retirement data has made the navigation of this tool that much better.”
“We utilize all of the tools located on the USRP website, and never make a presentation without running a State Retirement projection or showing our clients their PLSO. One of our most successful Advisors is located in Oklahoma, so it only made sense to equip him with the same resources as our Texas Advisors. We requested this new tool from USRP only a couple of short weeks ago, and we’re thrilled about being able to implement this capability in the near future,” said Tyson King, Founder of Inspire Financial Group, located in Richardson, Texas.
“Our Practice Management Team’s focus is solely on helping support the needs of our Partner Firms and their Advisors. Whenever we receive a request to add a particular tool or enhance a currently available website offering, we listen very carefully. In this particular situation, we were asked to enhance the functionality of the Florida DROP calculator and add an Oklahoma PLSO option to our already existing State Retirement Projection software. We reacted quickly by asking our software development partner, Still River, to make the changes our Partners requested,” said Jim Schlucter, USRP Senior Vice President and National Director of Practice Management.