insights and perspectives

5 Reasons to Add a Cash Balance Plan Before Year End

Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.

FuturePlan

Cash Balance

Top 10 Questions Advisors Ask About Cash Balance Plans

With taxes on the rise, high earners are searching for ways to reduce tax liability while accelerating retirement savings.

Cash Balance Retirement Plan

Cash Balance Plan

Pension Plan

Small Business Retirement

Small Biz

Small Business Owners

Retirement Plan

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.

Practice Management

Social Media

To Simplify the Complex, Technology Matters

Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.

Brandy Blum

Technology

my.FuturePlan

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.

Practice Management

Cash Balance Plan

401(k) Plans

Great Resignation

War for Talent

3(16) Fiduciary Services

Selling Beyond the 401k: Part One of a Two-Part Series

Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.

Practice Management

Cash Balance Plan

401(k) Plans

Great Resignation

War for Talent

3(16) Fiduciary Services

Financial Advisors: Don’t Ask For a Referral – Do This Instead

Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

Practice Management

Connect with FuturePlan at the NAPA 401(k) Summit April 3-5

The FuturePlan team is ready for the NAPA 401(k) Summit in Tampa Bay from April 3-5.

FuturePlan

FuturePlan

NAPA 401(k) Summit

Nyhart: Benefits Your Way

In 2019, Nyhart joined FuturePlan by Ascensus—an opportunity to merge the unique expertise of an actuarial powerhouse with the robust services FuturePlan already offers.

FuturePlan

Pension

Healthcare

Cash Balance

OPEB

GASB

IBNR Calculation

IBNR

Help your clients put more jingle in their pockets this season

Dedicated DB is the leading national third-party administrator of Defined Benefit plans for 1-10 employee companies.

Richard Collins

Defined Benefit Plan

Micro businesses

Cash Balance

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