Archimedes Systems, Inc.

Retirement Planning Solutions Demonstrations

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Retirement Planning Web-based Decision Support Tools

• 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.

Web-based Decision Support Tools

• 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.

Personalized Retirement Communications

• 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.

Customized Applications

Contact us today to fund out more about our customized applications or to schedule a full demonstration.