NU Online News Service, June 3, 2004, 12:31 p.m. EDT – PensionOnline Inc., San Francisco, has introduced a Web-based tool for advisors who sell one-person defined benefit retirement plans.[@@]
Advisors can use the new One Person (DB) Plan Analysis tool to create client proposals for 412(i) plans, PensionOnline says.
PensionOnline already sells a Web-based proposal tool, the One Person (k) Plan Analysis tool, for advisors who sell one-person defined contribution retirement plans.
PensionOnline notes that it is adding a conventional software version of the defined contribution proposal tool for advisors who want to use the tool on computers that are not linked to the Internet.