PensionOnline allows the retirement plan professional the flexibility to implement the affordable services your organization needs to grow your business.  We assist in  key elements of the plan process from sales to implementation and maintenance.  As you incorporate additional services, your initial plan data will flow seamlessly from one application to another. Our open system architecture also allows for scaling from smaller plans of 5-10 participants to larger plans of 500 or more participants.

Goals

Plan Design

Employee
Communication

Suite401k
Enrollment

401klogic
(Compliance)

 

 

 

 

 

 

 

Increase New Plan Sales

x

 

 

 

 

Increase Plan Conversions

x

 

 

 

 

Support Plan Compliance

x

x

x

x

 

Increase Plan Participation

 

x

x

 

 

Increase Plan Deferral %

 

x

x

 

 

Increase Profitability

x

x

x

x

 

 

 

 


 





PscNet
Web based plan design and compliance tools for use in preparing feasibility studies  for traditional and cross-tested retirement plans.

Employee Communication Service
Web based communication system that allows user to create and distribute employee communication material for 401k plans. Features includes a paycheck analysis tool designed to increase participation and deferral percentages.
 
Suite401k
Online enrollment system which serves as a central point of contact for employees to submit enrollment information and modifications to retirement plans. It also allows employers to view administrative and compliance information.  One-stop, online 401k Resource Center for employers, employees/participants, and administrators.
 
401kLogic
Web based compliance system for retirement plans that allows user to implement corrective measures.

Enterprise Solutions
Customized e-solutions provided for firms seeking to enhance the effectiveness of their current operations.
 


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