- Tired
of waiting for plain vanilla plan designs
that leave you with almost no control?
-
Interested in obtaining a plan design from
an independant third party?
- Need
a way to become more knowledgable about
plan design in order to close more cases?
-
Looking for a sales tool that will one up
the competition?
The
Advisor comes first at PensionOnline where
we provide the premier plan design service
to help you close your next case where others
fall short.
Taking
into account up to the minute ERISA and tax
law, we use advanced algorithms to optimize
plans based on census and plan goals, maximizing
returns for target individuals. |
|
"We
closed a recent case for a broker
because we were able to recognize
the value of a 401(k) and new
comparability plan combination
that worked great for the older
key employees, while our competitors
came in blind with nothing but
their standard vanilla 401(k)
package."
"
It's so important to have a strong,
customized proposal at the first
meeting, because sometimes you
don't get a second chance or a
second meeting."
-
Mike Birch
Associates in Excellence |
|
|