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The Total Retirement Solution

The Total Retirement Solution | WorkInvest | iQ Benefits Webcenter | RetirementPlanAudit

PensionMart's process-oriented approach results in a seamless, integrated, and thus optimal solution– a solution that blends qualified and non-qualified benefit plans to maximize current tax benefits. Along with value added services to assist employees address individual financial concerns and virtual communication and education tools, together these yield a Total Retirement Solution.

CLICK HERE to learn how PensionMart provides the Total Retirement Solution.

WorkInvest

PensionMart understands that retirement planning is about more than just saving money for retirement. In addition to building retirement assets, a comprehensive plan should also protect those valuable assets from the 6 common liabilities of retirement risk. To address these important individual needs, PensionMart offers the WorkInvest program.

WorkInvest provides pension plan participants and company employees with the additional financial services they need - IRAs and IRA rollovers, life insurance, disability, college savings, long-term care coverage, and more. WorkInvest is conveniently accesses on the Internet from the iQ Benefits Webcenter.

CLICK HERE to learn how WorkInvest provides individual solutions to mitigate the 6 common liabilities of retirement risk.

iQ Benefits Webcenter - Increasing Benefits Knowledge, Reducing Costs

PensionMart realizes that communication and education are critical to helping clients and their employees maximize the benefit from their pension and retirement programs. As a result, PensionMart provides clients with an iQ Benefits Webcenter - a virtual extension of the company's HR department designed to help clients provide their employees the knowledge and the tools necessary to maximize plan participation. There are even links available to tie in other valuable employee benefits like health insurance.

Not only is the iQ Benefits Webcenter a valuable educational platform for your clients, but it's also a valuable marketing solution for you - building visibility, cross-selling opportunities, and client retention.

CLICK HERE to learn more about the iQ Benefits Webcenter.

RetirementPlanAudit - Maximizing Benefits and Reducing Liabilities

PensionMart features RetirementPlanAudit, a unique and comprehensive plan design tool that audits the five key components of retirement plan design and includes an on-line participant survey. This valuable auditing tool is licensed for use with affiliate partner client opportunities.

CLICK HERE to learn more about RetirementPlanAudit.

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