CCA Launches Individual Defined Benefit Plan
A fully automated online tool enabling financial advisors to design, establish and administer high-contribution, individual defined benefit plans for their sole proprietor clients has been unveiled by Chicago-based CCA Small Business Group LLC, a provider of retirement plans and services for sole proprietors and small businesses.

MyMaxä program consolidates all of the actuarial work of prequalification, modeling, plan establishment and ongoing administration into a single, self-administered online application. It requires no special software or training. MyMaxä features a comprehensive plan set-up process, available online, which includes qualification, contribution limit determination, plan design and establishment, and then choosing from more than 60 Institutional Class mutual funds.

Once the plan has been activated, individuals and investment advisors can view contribution status and make adjustments using MyPage, a personal Web site dedicated for plan maintenance. MyMaxä provides participants and their advisors full control of their plan, allowing them to try what if scenarios and to remodel their plan appropriately. Qualified individuals can use MyMaxä to defer well in excess of the defined contribution plan limits and, in some situations, up to 100% of their income.

For more information, call CCA Small Business Group at 312-544-0150 or visit

Triad Advisors Offering ETFs
Triad Advisors Inc., a full-service, independent broker-dealer, registered investment advisor and insurance agency, has signed an agreement to provide its advisors with a separate accounts platform featuring exchange traded funds with conservative, moderate and growth characteristics. The agreement with PMFM Inc., a registered investment advisory firm based in Athens, Ga., provides an addition to Atlanta-based Triad‚s fee-based product line.

Please visit, or for more information.

AIP Unveils Tax-Sensitive Strategy
Advanced Investment Partners, a leader in developing advanced computer-based quantitative investment strategies for institutional investors, has unveiled a new investment offering that gives special consideration to the tax situation of each individual client‚s portfolio and marginal tax rate. The TaxManaged AllCap strategy, benchmarked to the Russell 3000 Index, seeks to produce total rates of return in excess of the index in a tax-efficient manner. It eliminates market cap/style-based rebalancing costs, offers opportunistic, active stock selection and utilizes AIP's advanced quantitative investment methods to assess the expected returns and the risk and tax consequences of trading. AIP, based in Clearwater, Fla., is a partner in the State Street Global Alliance. Visit for further information.

Financial Profiles Launches Profiles+ Professional v7.5
A new version of Profiles+ Professional offering advanced estate planning and data integration has been released by Financial Profiles, the Carlsbad, Calif.-based provider of financial advice solutions. Profiles+ Professional v7.5 enables financial service providers to calculate multifaceted estate modeling scenarios. The new version offers reports that illustrate difficult estate-planning concepts in an easy-to-understand fashion by using feature rich, graphical illustrations and summary auditing data, which helps advisors engage their customers and easily present recommendations. For more information please visit

PowerShares Launches China ETF
PowerShares Capital Management LLC in December launched the PowerShares Golden Dragon Halter USX China Portfolio, an exchange-traded fund based on the Halter USX China Index. For more information visit

2004 Product Of The Year Winners
Virtual Office News based in Miramar, Fla., has named enKoo Security Appliance and the Xerox DocuMate 252 scanner as co-winners of its 2004 Product of the Year award. Virtual Office News covers issues relating to practice management and technology needs of financial service professionals. For more information, visit, or