- Resources
- Insights and Perspectives
Insights and Perspectives
Insights and Perspectives
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.
Insights and Perspectives
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.
Insights and Perspectives
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.
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.
Insights and Perspectives
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.
Insights and Perspectives
Q&A with FuturePlan’s Aaron McIsaac
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
Insights and Perspectives
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.
Insights and Perspectives
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.
Insights and Perspectives
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
Insights and Perspectives
Why 1 Million Visitors Love my.FuturePlan
Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.