TWG Adds GuidancePlus & AdvicePlus to Participant Web

TWG has enhanced education and advice tools for retirement plan participants by the addition of GuidancePlus & AdvicePlus to its Participant Web. Both have been developed by MasteryPOINT Financial Technologies, a Newkirk subsidiary, and are provided by MasteryPOINT and MP Advisory Service, LLC, a registered investment advisor.

GuidancePlus is online interactive investment education and guidance for plan participants. Based upon information provided through the recordkeeping system, and supplemental information provided directly by the participant, the system makes specific asset class allocation recommendations.  For plans wishing to provide investment advice, AdvicePlus provides the additional capability of making specific investment recommendations within each asset class.

 
View the GuidancePlus Product Fact Sheet (pdf)

View the AdvicePlus Product Fact Sheet (pdf)