Literature Results Page

Compares the strengths and limitations of a Traditional IRA versus a Roth IRA, including information about deductions and contribution limits.

Whitepaper offering insights to help plan sponsors and advisors prepare for a plan audit by providing a road map to help determine whether an audit is required, whether it can be limited in scope, what that means for the plan and how to select an auditor with the proper expertise.

Prospecting letter illustrating that changing a financial advisor can be lead to better service and improved participant engagement.

Prospecting letter questioning who is acting as a fiduciary, a financial professional or the plan sponsor. This is an important topic for plan sponsors to be aware of given the level of responsibility involved with being a fiduciary.

An example of a prospecting letter to highlight the high quality services offered to employers and employees.

A sample prospecting letter to leverage when communicating about the 404(a)(5) disclosure regulation to plan sponsors.

Prospecting letter developed to help you highlight the importance of fee transparency to plan participants.

A sample prospecting letter for advisors to use when communicating with plan sponsors about the retirement plan design options.

Whitepaper offering guidance on the fiduciary considerations behind selecting a Target Date Fund series as an investment option for a retirement plan.