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Whitepaper - Aggregated Employer Plans: Reduced Effort, Liability and Cost

This whitepaper is intended to consider retirement plan products that seek to reduce a plan sponsor's time, effort, anxiety, and cost.

  • Dec-02-2020
  • Whitepaper
  • public

Workbook - ACES: Advisor Commitment to 401(k) Education and Service

A resource guide including checklists, worksheets, surveys and information for use with 401(k) plan sponsors and employees.

  • Nov-24-2020
  • Brochure
  • advisor
  • PUB ID: TAPX015809

ACES Worksheet - Employee Survey

Employee survey designed for plan sponsors to use with plan participants to determine if their current plan and plan design is meeting participants' needs.

  • Feb-10-2021
  • Worksheet
  • public
  • PUB ID: TAPX015809-W10

ACES Worksheet - Education Policy Statement Worksheet (Part A)

A summary to use with plan sponsors focused on participant education - why it is important, key processes and activities and communications strategies.

  • Feb-10-2021
  • Worksheet
  • public
  • PUB ID: TAPX015809-W6

Presentation - ACES: Advisor Commitment to 401(k) Education and Service

A presentation focused on 401(k) plan business. Offers a process for you to follow to maintain and grow your retirement plan client base.

  • Mar-08-2021
  • Presentation
  • advisor
  • PUB ID: TAPX472596

ACES Worksheet - 404(c) Information Checklist

A checklist intended to facilitate a Plan Sponsor's review of whether required information is being provided to participants. Covers both mandated disclosures and those triggered by participant requests.

  • Feb-09-2021
  • Worksheet
  • public
  • PUB ID: TAPX015809-W11

ACES Worksheet - Education Policy Statement Worksheet (Part B)

A worksheet for advisors to evaluate a plan sponsor's efforts to engage employee participation and improve educational opportunities.

  • Feb-09-2021
  • Worksheet
  • public
  • PUB ID: TAPX015809-W7

Skilled Nursing Facilities Worksheet

This worksheet provides a summary of the type of serves offered at these facilities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

The Hidden Costs of Aging Seminar Follow Up to Clients

Email template for follow up to clients after presentation of The Hidden Costs of Aging materials.

  • Apr-14-2021
  • Worksheet
  • advisor

Continuing Care Retirement Communities Worksheet

This worksheet provides a summary of the type of serves offered at these communities and questions to use when assessing each residence.

  • Apr-14-2021
  • Worksheet
  • public

IMPORTANT INFORMATION: All investments involve risk, including loss of principal. Past performance is no guarantee of future results. Please see each product's web page for specific details regarding investment objective, risks, performance and other important information. Review this information carefully before you make any investment decision.

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