Campbell Albrecht app for iPhone and iPad

4.6 ( 7216 ratings )

Business
Developer: Roberto Villegas

Free

Current version: 1.1, last update: 7 years ago
First release : 06 Apr 2015
App size: 39.19 Mb

The Campbell Albrecht App is your mobile tool to help Financial Professionals, Employer Plan Sponsors and Plan Participants with all their retirement plan needs.

Features include: Simple forms for requesting a free plan design & quote, Links to participant services such as financial institution’s participant websites & participant form requests; in addition to, Employer request forms such as 5500 reports, Testing reports & ERISA Bond requests.