Products September 14, 2009
PAi Launches Tool to Evaluate Comparability Profit-Sharing Plans
PAi debuted EZ-Illustrator, a tool designed to help financial advisers determine whether their clients are a good match for a comparability profit-sharing plan.
Reported by Ellie Behling
“Comparability profit sharing plans enjoy a number of advantages over the traditional profit- sharing plans in place today at many small businesses but up until now, it has been a challenge for advisers to quickly determine whether a comparability plan is a good fit for their clients,” said Rick Keast, PAi executive vice president.
PAi partnered with Pensiononline.com to develop EZ-Illustrator. The company said the tool allows advisers to determine whether an age-weighted or new comparability profit-sharing formula is an appropriate fit for prospective clients.
More information is available at www.pai.com/ezillustrator.
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