Sales Resources
We have provided the following items to assist you in selling Pension Alliance plans and services.

The Pension Alliance - A Brief history of our organization

Plan Illustrations and Comparisons - (Side 1) - Compares a traditional Profit Sharing Plan to a Safe Harbor 401(k) Plan and a Safe Harbor 401(k) Plan with a New Comparability option.  (Side 2) - Details the benefits of the Defined Benefit Plan and the One Person 401(k) Plan 

Qualified Plan Highlights - Details the requirements for a plan to be Qualified 

401(k) Plan Highlights Brochure - Details the structure of a basic 401(k) Plan 

Defined Benefit Plan Highlights - The requirements and rules of a Defined Benefit Plan 

Employee Stock Ownership Plan Highlights - Describes the requirements and rules of Employee Stock Ownership Plans