Do I need any specific software to use your services?
Absolutely not. You can use our services on any digital device. We recommend, however, going through the planning process on a tablet or larger display screen with either our retirement income planning and 401(k) advisory service. If you ever need help, please reach out to our client support team (800.774.7459 or firstname.lastname@example.org) and someone will be happy to walk you through anything you need.