Pension Tech Firm Unveils Sales Tool Enhancements
One Man (k) Analysis is designed to support
retirement service providers, TPAs, and advisors,
according to a news release. The offering was developed
in response to the Economic and Tax Relief Reconciliation
Act of 2001 (EGTRRA), which provides tax and accelerated
retirement benefits for small businesses, the company
said.
With the latest updates, the offering can now be
privately labeled for use on a firm’s own Web site or
used as a sales-support proposal tool for field
representatives. Users can enter in relevant data and
receive an analysis for plans that allow up to $41,000
($44,000 if the owner is 50 or older) in annual
contributions for the one person business owner. Custom
proposals with a firm’s own branding are generated in PDF
format for electronic and hard copy distribution.
The company said it is making its One Man (k) Analysis
product available for a free test
www.pensiononline.com
.