These Resources Are Designed To Help
This is a selection of helpful information to aid you with understanding the ins and outs of retirement plans as well as helping with common forms and questions.
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Education Information and Resources
The information below is helpful to financial advisors and to plan sponsors. Its a little more detailed in nature but still easy to understand. The files are PDF files and can be downloaded and/or printed for future reference.
- The 15 Minute Fiduciary – A Premium Online Training Program
- Defined Contribution or Defined Benefit: What is the Difference?
- Cash Balance Plans Feature List
- Automatic Enrollment Features
- How To Know if a “Cross-Tested” Retirement Plan is Right for Your Client
- What Plan Sponsors Need To Know About Roth 401(k) Plans
- How Your Clients Benefit From A Safe Harbor Plan 401(k) Plan
- How Your Clients May Benefit From The “Savers Credit”
- Glossary Of Common Terms