PT Marketing and Pension Analytix Announce Alliance

By | September 29, 2010

PT Marketing and Pension Analytix Announce Strategic Business Alliance  

Pension Analytix to integrate its proprietary Plan Sponsor Database with PT Marketing’s Qualified Plan Appointment Setting Program

PITTSBURGH, Sept. 29, 2010 — PT Marketing (, a leader in advanced prospecting solutions for the insurance and financial services industry, and Pension Analytix (, a global company supporting Consultants, Record Keepers, Financial Advisors, Third Party Advisors, and Registered Investment Advisors, announced today that they have formed a strategic business alliance by combining Pension Analytix’s proprietary technology-based analytics with PT’s Qualified Plan Appointment Setting Program.

Both Pension Analytix and PT Marketing’s services are designed for top-level producers in the financial services industry.  Each organization’s offerings are designed to help producers increase their book of business in the qualified plan market.

“With both companies focused in the same market, the services each offers will be attractive to their respective client bases,” stated Harvey Pollack, CEO of PT Marketing (  “The analytics provided by Pension Analytix will be welcomed by our clients.”

Pension Analytix ( creates a plan sponsor Intelligence Profile, using the facts and financial metrics rooted in the defined contribution industry. PT complements Pension Analytix services in that they set face-to-face appointments with key decision makers who manage corporate retirement plans; Pension Analytix will help producers prepare for these meetings.

“Merging the intelligence gained through the Acquisition Engine search features with PT Marketing’s services will jump start the pipeline and enhance revenue growth,” said Colin Fernandes, President of Pension Analytix, Inc. “Our two firms add a dimension of rigor and can help to be consultative right out of the gate.”

About PT:

PT Marketing provides advanced prospecting solutions exclusively for the financial services and insurance industry. These solutions are designed to build sales pipelines of qualified prospects by setting meetings solely with business owners or those involved in the decision-making process. For more information, contact Larry Welsh or visit

About Pension Analytix:

Pension Analytix is a company catering to Consultants, Record Keepers, Financial Advisors, Third Party Advisors, and Registered Investment Advisors. They provide the databases, marketing expertise, and analytics required to help sales teams find prospects that best fit a custom universe. For more information, contact Pension Analytix at or 513-328-3931, or visit



John Pojeta, VP of Sales | 800.999.8995 |

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About the Author/Host

Harvey Pollack

Harvey Pollack - Co-Founder, President and CEO

Previously, Harvey was a partner for 24 years at Alpern, Rosenthal & Company, a large Pittsburgh-based CPA and consulting firm, and he was the founder and CEO of RedSiren, Inc, an early stage MSP provider of IT security management solutions. Harvey was awarded the Small Company Top Executive of the Year Award in 2012.

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