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Below you will find materials, forms, and resources on a variety of Retirement planning-related topics that should serve as helpful resources for both yourself and your participants. If you have a request for something specific not found here, please don’t hesitate to ask!  

In this piece we outline the key features of the three fiduciary types: 3(16),
3(21), an 3(38) so you can have a better understanding of how each one works, and the
differences between them:

Fiduciary Types_sheet

Roughly 40 million US employees do not have access to a retirement savings account through their employer. A 2018 Retirement Savings survey found that 42 percent of Americans have less than $10,000 saved. Learn what state governments are planning do do about this epidemic, and how it could impact you :

State Mandated_sheet 

Saving for retirement can be confusing for plan participants – but it doesn’t have to be. Within this brochure you will find a library of presentations and resources we have readily available which are specifically designed to educate employees, and to help them feel more comfortable with where they are at in the process:

Education Guide

Are you thinking of starting a retirement plan for your employees?  Or looking for ways to take full advantage of this important benefit?  Here is a review of the WHY and HOW. We will clear up all of the common misconceptions which tend to keep business owners from starting a plan:

Why You Should and How you Can

A compilation of some of the more important items that will help you keep your
responsibilities in order:

Plan Sponsor Checklist_sheet (002)

If a participant and/or his or her spouse has a retirement plan offered through work, making a tax-deductible IRA contribution may also be an option, depending on certain income limits:

IRA Contributions 2018

If you’d like more information regarding any retirement-related topic not listed here, please contact us. 

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