Industry Insights

Reminder:

Startup 401(k) Safe-Harbor Deadline

September 17th, 2021, is the deadline for all startup 401(k) Safe-Harbor retirement plans.

5 Reasons to Start a 401(k) Safe Harbor Retirement Plan

Your Tennessee Update for Financial Advisors

We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.

Your Kentucky and Cincinnati Update for Financial Advisors

We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.

Your Indiana Update for Advisors

We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD

CARES Act: The Major Provisions That Affect Your Retirement Plan

What it is, who qualifes, what has changed, and what to do with the CARES Act.

SECURE Act: What it means for your retirement plan business

The purpose of the SECURE Act legislation is to make it easier for individuals to save for retirement through their employer’s qualified retirement plan.

The 5 Steps to Increasing Assets Under Management with Cash Balance Plans

The following are practical tips on how to increase assets under management with cash balance plans.

What Does a TPA do?

What’s the real difference between…

Why Retirement Plans

Financial Advisors who offer retirement plan services to their current book of business can build a maintainable practice while making a significant difference to investors. Retirement plans offer you a way to further assist Clients, without changing your current business model.

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