Pension Tech Firm Unveils Sales Tool Enhancements

March 22, 2004 ( - PensionOnline, Inc. a technology company for the pension industry, announced enhancements centered on helping users of its One Man (k) Analysis product gather new assets and plans.

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 .