July 29, 2025
In today’s fast-paced digital landscape, AI has transformed how we communicate, making written content more polished, persuasive, and prolific than ever before.
5 Authentic Ways to Share Your Strengths as an Advisor
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Advisor Articles
Understanding and Navigating Retirement Plan Pricing
April 28, 2025
Retirement plan pricing remains a nuanced and often complex topic. But for plan sponsors, understanding how fees work is essential to making informed decisions—and for financial advisors, it’s critical to help them navigate this process. The ultimate goal? To maximize participant outcomes and ensure fees don’t unnecessarily erode retirement savings.
Mastering Plan Sponsor Prospecting: 5 Strategies for Financial Advisors
March 11, 2025
As a financial advisor, whether you specialize in qualified retirement plans or are looking to incorporate them into your business, finding new clients can sometimes be challenging.
SECURE 2.0 in 2025 | Checklist for Advisors
February 10, 2025
The SECURE 2.0 Act introduces significant changes that impact retirement plans, requiring advisors to proactively guide plan sponsors through compliance and strategic planning.
Super Catch-Up FAQs
January 31, 2025
Retirement savings can be challenging, especially for those nearing retirement who may need to make up for lost time. Due to SECURE 2.0 enhancements effective in 2025, individuals aged 60 to 63 can make even higher catch-up contributions to 401(k) and similar plans, “super catch-up” contributions.
Annual Contribution Limits for 2025
November 4, 2024
ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each type of qualified retirement plan. These limits are indexed annually for inflation.
Important Sales Deadlines Are Nearing
October 24, 2024
JULY has established key dates to guarantee plan setup during our peak season. These deadlines are intended to ensure we uphold service quality and meet enrollment commitments and regulatory deadlines.
State of PEPs: Q&A with Theresa Conti
August 16, 2024
With The SECURE Act shaking up the retirement scene, advisors are receiving more questions from sponsors about PEPs. Theresa Conti has the ability to make complex topics conversational and discusses the state of PEPs in a way that can be easily conveyed to plan sponsors.
Understanding the Unique Retirement Savings Challenges Women Face
July 26, 2024
When we talk about how to increase 401(k) participation for women, we are really talking about why women need to save “differently” for retirement. For anyone, the considerations of how much money will be needed in retirement equates to how much can be saved and how long they may be in retirement.
Mid-Year Conversion of a SIMPLE IRA to a 401(k)
February 15, 2024
Secure 2.0 had many changes to retirement plans. Another one that we need to talk about is the option to terminate a SIMPLE plan mid-year if we adopt a Safe Harbor plan to replace it.
Related Groups under Common Control
February 12, 2024
The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution System
December 12, 2023
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.