One Person (DB) Plan Analysis is a proposal creation product built for supporting retirement service providers, TPAs, and advisors in their pursuit of the company owner pension plan market. This offering was developed in response to requests from clients currently using the One Person (k) Plan Analysis tool.
PensionOnline was developed so clients are “able to spend more time selling and less time building cumbersome and often inaccurate proposals and associated spreadsheets,” says Marco Brown, PensionOnline President and CEO.
The two products are available for free test drives. Interested partiescan see and use the products by visiting www.pensiononline.com .