One Person (DB) Plan Analysis(tm) is a proposal creation product built for supporting retirement service providers, TPAs, and advisors in their pursuit of the fast growing company owner pension plan market. This offering was developed in response to requests from clients currently using the One Person (k) Plan Analysis(tm) tool.
Marco Brown, PensionOnline President and CEO stated, "The single owner defined benefit plan market is massive. Our goal with this product that combines both DC and DB functionality is for clients to be able to spend more time selling and less time building cumbersome and often inaccurate proposals and associated spreadsheets."
In addition, PensionOnline also announced that its One Person (k) Plan Analysis(tm) proposal tool has been expanded to offer a choice in how the technology is delivered. Now users of this product may select from either a PC or Web based version of the tool. The new PC edition of this popular sales and marketing tool is designed for users with an immediate need but who do not have instant access to the Web.
For a limited time the One Person (DB) Plan Analysis(tm) and One Person (k) Analysis(tm) products are available for free test drives. Interested parties can see and use the products by visiting pensiononline website.