Here's a list of all the current offers we have on the site. We have written these articles and guides to help you through the various processes you will encounter while setting up and maintaining a retirement plan. (You should also take a look at our blog and our Question of the Week Video Archives for other helpful information.)
Our goal is to educate and be your resource every step of the way, and these whitepapers, blog posts, guides should provide useful information so the process is less daunting. Most of the offers require an email address so that the information can be sent to you, but they are all free!
I AM READY TO SET UP A PLAN
Free Consultation - (we will review your current plan for errors, and wasted resources or help you decide what plan is best based on your specific goals.)
Request a Proposal - Whether you are an advisor or a business owner it's a good idea to have a figure in mind when making the decision to set up a retirement plan.
Request Custom Illustrations - Whether the illustrations are for you or a client, they will provide the information you need to make the right choice for the retirement plan best in your particular situation.
I AM GETTING READY TO SET UP A PLAN
The Ultimate Retirement Plan ToolKit - This toolkit is a combination of our 4 most frequently downloaded articles designed to help you get a new plan set up beginning to end.
Choosing the Right Plan for your business - This article outlines the most common plans, the pros and cons of each and the type of business each plan is ideal for.
What You Need to Know Before Setting up a Retirement Plan - The title says it all!
Guide to Setting up a Retirement Plan - This article gives an overview of the process when setting up a retirement plan.
I NEED HELP WITH AN EXISTING PLAN
5 Steps to a Sucessful 401(k) Plan - Learn about what you need to do to make sure your plan is successful. (Applies to other plans as well)
EFAST2 Filing Signer Credential Instructions - In order to file the Form 5500 online you need filing signer credentials which serve as your electronic signature. This step by step guide shows you how.
EFAST2 FAQ's - Instead of going through the same things others have, learn from their mistakes and questions. Included are the questions we get most frequently when helping our clients through the filing.
401(k) Fee Disclosure Guidelines - New regulations about fee disclosure must be followed, these guidelines will tell you everything you need to know.
IRS Audit Preparation Guide - You cannot be prepared enough for an IRS Audit. If you have received an audit letter, download this guide and contact us immediately.
Didn't find what you were looking for? Send us an email at email@example.com, and we will get you what you need.