State Mandated Retirement Programs: What You Need to Know
State mandated retirement programs have become a way to increase the low percentage of Americans saving for retirement, and a way to bridge the coverage gap as pensions become rarer.
Insights and Perspectives
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
PBGC Eliminates Paper Checks for Premium Payments: What You Need to Know
The Pension Benefit Guaranty Corporation has announced that paper checks will no longer be accepted for annual premium payments.
Could Now Be the Best Time to Terminate Your Defined Benefit Plan?
If you’ve been considering terminating your frozen defined benefit plan, this may be the right time to act.
Changes to Medicare Part D Under the Inflation Reduction Act
In this article, we'll discuss the impact of the Inflation Reduction Act of 2022 on employer-sponsored medical plans and Medicare Part D.
Is a safe harbor plan right for your small business?
Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.
Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation
Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
Top 5 Selling Tips to Close Cash Balance Plan Sales
FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.
Selling Beyond the 401k: Part Two of a Two-Part Series
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.