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.

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“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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