Archimedes Systems, Inc.

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New Web-Based Tool Helps Advisors Identify Optimal Roth Conversion Ratio

FOR IMMEDIATE RELEASE

Waltham, MA – January 28, 2009 - Archimedes Systems, Inc. of Waltham, MA, and Convergent Retirement Plan Solutions, LLC of Brainerd, MN, announced today that they have jointly developed a next-generation Roth analytics platform to support the anticipated upsurge in Roth activity projected to occur throughout 2009 and 2010.

The first product to be released on the new analytics platform, the Roth IRA Conversion Optimizer, serves the financial advisor community and will be released in Q1 2009. A release of a consumer-oriented version is scheduled for Q2 2009.

According to Ben Norquist, president of Convergent, “As of January 1, 2010, more than 13 million affluent households representing over $1.4 trillion in retirement assets will become eligible to take advantage of the Roth IRA conversion opportunity. Advisors who are positioned to perform sound Roth IRA conversion analyses will have a distinct advantage in the marketplace.” One of the key reasons many conventional planning tools fail to meet industry needs is that they don’t adequately address partial conversion and partial consumption scenarios. “Many conventional tools assume that the Roth IRA conversion decision is an all or nothing proposition,” Norquist said, “and then compound this problem by assuming that all investors intend to consume their entire nest egg during retirement.”

Warren Hadley, president of Archimedes, adds, “The real question is not 'Should I convert to a Roth IRA?', but rather, 'What is the optimal amount to convert based on my personal situation?' The Roth IRA Conversion Optimizer will assist the advisor and the consumer in determining this optimal conversion amount, based on each investor’s unique income needs and financial legacy objectives."

Both the advisor and consumer versions of the Roth IRA Conversion Optimizer will be available in two forms: a branded, turn-key product and a fully-customized product. In addition to the jointly-developed decision support web tools, Convergent will also offer an integrated suite of Roth-focused business development tools, including advisor and consumer workshops, slide calculators and educational content.

About Convergent

Convergent Retirement Plan Solutions is a firm comprised of seasoned retirement industry veterans dedicated to creating tailored compliance, education and business development solutions for the retirement services industry. The principals of Convergent have hands-on experience in virtually all aspects of the retirement services industry, including retirement product design and development, marketing, sales and distribution, servicing and administration. For more information, visit www.convergentrps.com or call 218-824-4903.

About Archimedes

Archimedes Systems is a leading provider of web-based college and retirement planning decision support tools and personalized communications tools that inform, educate, and motivate employees, individuals, participants and advisors. Since 1991, we have specialized in designing and building customized applications for retirement, personal finance, education funding, and employee communications. For more information, visit www.archimedes.com or call 781-647-1110.

Contacts:
Mike Book
Connie Spaulding
Archimedes Systems, Inc.
Convergent Retirement Plan Solutions, LLC
610-913-1000
218-824-4903
mbook@archimedes.comconnie.spaulding@convergentrps.com