Advisor Connect

We’re excited to introduce Advisor Connect, our monthly video series designed specifically to share business-building ideas with financial professionals working with qualified retirement plans.

DB Plans Alive and Well

  Download The Companion Document For the most part, the news about Defined Benefit plans lately has not been particularly good. Whether a big company could no longer fund its plan or how it was bankrupting their business, headlines have discouraged many... read more

Cash Balance plans allow six figure annual contributions

Cash Balance plans allow six-figure annual contributions Most people can contribute to their 401(k) without worrying about exceeding the annual contribution limit. If you’re under 50 years old, that’s $18,000 a year. If you’re 50 or older, it’s $24,000. A small, but... read more

To Roth or Not to Roth

To Roth or Not to Roth: A compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today – let it work for you over the years – and then pay taxes on the accumulated... read more

Auto-Enrollment and Auto-Escalation

Auto-Enrollment and Auto-Escalation When we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoff in the end... read more

Answering the “Why Us?” Question

  Answering the “Why Us?” Question   Whether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other... read more

It’s Not A One-Size-Fits-All World

It’s Not a One-Size-Fits-All World This won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can customize our... read more