Plan Comparison and IRA Comparison Guides: Handy guides that allow for a quick comparison of the features and rules among plan types. Updated yearly, customizable.
Current Events Materials: Get the word out about events impacting the plan. From legislative changes to economic forces, custom branded communications impart information while demonstrating your expertise.
Promoting Plan Success Seminar: Focuses on employee retirement readiness. Includes a white paper, a checklist and a PowerPoint presentation.
Contribution Limits and Compliance Calendar: Stay on track with plan administration and compliance. Customizable.
Taking Charge of Your Fiduciary Responsibilities Brochure: A tool to help plan sponsors understand their fiduciary responsibilities in an easy-to-digest way. Customized with advisor logo and branding.