Who's the Employer
A Guide to Employee and Aggregation Issues Affecting Qualified Plans
PIX: The Pension
Professional's Best Friend
The Pension Information
eXchange, or PIX, is an online service dedicated to serving the
pension industry. It supplies the key element missing from your
subscriptions to other professional services and publications:
More than ever, we need
to interact with our colleagues. "What does this regulation mean?"
"How are you handling this problem?" "Where can I find a copy of
this citation?" You can't ask a book these questions. Maybe you've
developed a local network of friends with whom you discuss these
problems. How would you like to expand your network to include
hundreds of the most up-to-date pension professionals in the
PIX is Interactive
PIX is a 24 hour
computerized study group, just a few keystrokes away. At your
convenience, you can get answers to those killer questions, read
and participate in lively discussions, learn from informed and
insightful comments, get help with your computer problems, and keep
abreast of current developments.
At the heart of PIX is
the ERISA, etc. forum. This is where you would post any questions
you might encounter in your practice. With over 500 members,
chances are that someone has had to deal with whatever issue you
have come up against. Their response may trigger other responses.
Or you might be reading a discussion some others are having and
discover a planning tip that applies to one of your clients.
The interactive give and take will keep you on the cutting edge of
what's happening in the pension business.
PIX is Current
In addition PIX
maintains an electronic library of selected Revenue Rulings,
Revenue Procedures, Notices, Private Letter Rulings, and more.
"PIXers" can access important rulings within days after they are
issued, rather than having to wait for the print services. Better
still, you can download copies of important items (such as model
amendments) directly to your computer, rather than typing them.
PIX also gives you an
entry into the burgeoning world of electronic mail by providing you
with an Internet mailbox. You can send and receive messages from
anyone in the world who has an Internet mailbox. That includes your
clients and other advisors you work with. You can even send
employee data, spreadsheet files or other non-text information
through the Internet.
PIX is Fun
We haven't left fun out
of the PIX equation. An Odds & Ends forum hosts some special
nonpension sections for discussing computer hardware and software,
parenting, and travel as well as an "after hours" section called
the Soapbox where anything is fair game for discussion (within the
bounds of propriety).
PIX is User-Friendly
With pulldown menus,
toolbars, and easy to master keystrokes, PIX's exclusive interface
software, WOD, is easy to learn and easy to use.
Plus, there is online
help for every feature and option, every menu item, every dialog
box. Or, you can get personal help from a real live person at PIX
Central. WOD is included as part of your PIX subscription at no
PIX is Efficient
PIX is designed for
automated access. Instead of running up phone charges while reading
messages or deciding what to do next, PIXers tell WOD (before
calling PIX) exactly what they want to do. WOD then calls the PIX
computer, performs the requested actions as quickly as possible,
and hangs up, thus minimizing phone line charges.
WOD is all the software
you need to use PIX. It runs on an IBM compatible computer equipped
with a modem.
PIX is Affordable
PIX is paid for like a
magazine subscription. The annual fee is just $165. Additional
users at the same address are half-price.
includes WOD, unlimited use of PIX forums, library files and
electronic mail. A copy of the user manual is included on the WOD
diskette. If you prefer printed documentation, for just $15 we'll
send you a professionally printed copy of the user manual, which
contains complete instructions, and detailed tutorials.
Subscribers may cancel
at any time during the first 60 days for a full refund.
What Our Users Say About
"I was 'off the board' for several months because 'I was too
busy.' On my very first day back, I picked up some information that
saved a client of mine several thousand dollars. PIX is my best
source of continuing education, and the most entertaining as
"PIX is like having a study group of hundreds of members to draw
on! I can ask a less than brilliant question and usually receive a
more than brilliant answer quickly."
"PIX has been my lifeline. Working on my own, I find the
encouragement and technical support invaluable"
"PIX is like sharing an office with many of the best pension
minds in the business. If I need to float an idea, or have some
valid feedback on an issue that is not black or white, PIX provides
me the ability to obtain various informed, experienced opinions. In
the event that there is a clear cut answer, and I just hadn't
happened upon it, you could bet that someone on PIX will provide an
authoritative response complete with accurate citations!"
"I was astounded at the recent ASPA National Conference when,
at the Issues and Answers session, PLR 9541041 came up in the
discussion. None of the reporting services could come up with the
PLR because it was too new to make it into the service, yet the PIX
guys had it available within seconds"
You've convinced me! Sign me up as a PIX user,
fully paid for 12 months. If I'm not satisfied and notify you
within 60 days, you will refund my entire fee.
___________ 1 year prepaid @ $175
___________ Optional - Fee for ability to access PIX via email rather than through normal dial-up connection @ $45)
___________ Optional - Printed manual @ $15
o Check enclosed (payable to PIX Partners)
o MasterCard o VISA o American Express
Name on Card _____________________________________
Credit Card No. ___________________________________
Card Expiration Date _______________________________
City, etc.: _______________________________________
Phone #: (_____)_________________________________
Fax #: (_____)___________________________________
List additional users on a separate sheet
Mail this form to PIX Partners, 5631 Kent
Place, Goleta, CA 93117. Or, you can fax a credit card
order to: (805) 683-0369. If you have questions, you
can call us at (805) 683-4334 or send us email at
firstname.lastname@example.org. Please allow 10-14 days for delivery
NOTE: Only private sector members of the benefits community may
use this form. Please call us if you work for a government