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For
the TPA
- Need
a more efficient way to create plan designs
and proposals?
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Want to better serve the brokers and advisors?
- Need
a way to communicate effectively and efficiently
with plan participants to encourage them
to participate in their 401k plans?
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Want to build relationships with new brokers
and advisors?
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PensionOnline
offers three products aimed at helping TPA's one-up
the competition. PSCNet is a comprehensive cross-tested
plan design tool that is easy to use and understand.
It allows you to produce better plan designs with
the absolute minimum amount of information required.
Even if you already have a plan design system, PSCNet
more than pays for itself by distinguishing you
from the competition and cutting down on the time
spent preparing plan designs.
Our
Enrollment and Communication System comes into play
after the sale has been made. With it you can offer
your new Plan Sponsor a way to effectively communicate
with plan participants the bottom line reason to
participate in the new 401k plan. In a very straight
forward manner the Paycheck Illustration Form allows
the participant to see the savings and the deductions
of a variety of different deferral levels in order
to determine which level is most affordable and
beneficial.
Finally,
QuickPlan offers TPAs who wish to be head and shoulders
above the rest of the pack a way to effectively
manage relationships with advisors and brokers.
It saves time and money by allowing the broker to
complete much of the information required for a
plan proposal on their own. The TPA can then track
the plan and offer assistance and training where
appropriate.
For
more information on any of our products, please
contact us at 1-800-322-0023 or
by email at info@pensiononline.com.
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