MOUNDS VIEW, Minn. - Liberty Online, one of the credit union movement's leading Web hosting and design providers, has shaken hands on a partnership with Universal Pensions Inc. (UPI), as a remarketing agent of UPI's Internet-based IRA Service CenterT. Universal Pensions, based in Brainerd, Minn., developed the IRA Service Center to provide financials with the necessary components to attract and retain the significant dollars in retirement plans that are eligible to be rolled into IRAs. These components include: complete interactive ITA forms suite with forms selection logic capabilities; Roth and traditional IRA planning tools; an educational module with help text; and an information tracking database that provides a secure database for the credit union to capture member data. UPI provides services to more than 1,300 credit unions, including 76 of the top 100 CUs. Liberty Online and UPI have about 40 credit union clients in common.
Liberty Online partners with UPI
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