For use by retirement professionals, these resources and reference materials can help you better serve your clients and prospective clients. For retirement sales support, please call 860-243-4875.
Annual Retirement Plan Checkup
One of the most important components of an annual plan check-up is benchmarking plan metrics to determine how well it measures up to other plans. Regular benchmarking can identify potential weaknesses and provide an opportunity to recommend enhancements. This worksheet provides topics that may be appropriate for a plan’s annual check-up.
Plan Fees and Benchmarking
This primer examines the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves in a crowded marketplace.
Strategies for Maximizing Retirement Savings
This article explores three different types of employee contributions that can be included in a 401(k) plan and illustrates how each contribution type aligns with different retirement savings objectives.