Advisors

Advisor Connect

We’re pleased to share our Advisor Connect library of short, video topics which present practical business-building ideas you can put to use today. We invite you to explore and watch. If you’re not already on our subscriber list and receiving these informative videos in your inbox each month, please click on any of the videos and subscribe.


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When To Set Sail With Safe Harbor

When To Set Sail With Safe Harbor

  • 8/14/2017 5:18:00 AM
  • View Count 2115
   Download The Companion DocumentYou already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement.To enjoy this special status, the IRS put in place rules to assure that plans benefit rank and file employees and not just a company’s owners and highly compensated employees. These are called nondiscrimination rules and...
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DB Plans are Alive and Well

DB Plans are Alive and Well

  • 7/14/2017 5:20:00 AM
  • View Count 1604
   DB Plans are Alive and WellDownload The Companion DocumentFor the most part, the news about Defined Benefit plans lately has not been particularly good. Whether a big company could no longer fund its plan or how it was bankrupting their business, headlines have discouraged many businesses from seriously considering a DB plan.But it’s time to take another look because, for smaller, more mature companies, DB plans can be a great vehicle to help employees prepare for retirem...
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Cash Balance plans allow six-figure annual contributions

Cash Balance plans allow six-figure annual contributions

  • 6/12/2017 5:16:00 AM
  • View Count 1611
  Cash Balance plans allow six-figure annual contributionsDownload The Companion DocumentMost people can contribute to their 401(k) without worrying about exceeding the annual contribution limit. If you’re under 50 years old, that’s $18,000 a year. If you’re 50 or older, it’s $24,000.A small, but important segment of the population, though, has the ability to contribute significantly more to their retirement accounts. For some of them, a profit-sharing plan and ...
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To Roth or Not to Roth:

To Roth or Not to Roth:

  • 5/14/2017 5:13:00 AM
  • View Count 2508
  To Roth or Not to Roth:Download The Companion DocumentA compelling feature of a 401(k) type retirement plan has always been the opportunity to contribute money from your current income on a pre-tax basis today - let it work for you over the years - and then pay taxes on the accumulated balance as you withdraw it in future. That’s a real attraction to many company owners and their workers. But what if you flipped this - and contributed money to your retirement savings account wi...
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Financial wellness – it’s essential to saving for retirement

Financial wellness – it’s essential to saving for retirement

  • 4/14/2017 5:11:00 AM
  • View Count 2162
   Financial wellness – it’s essential to saving for retirementDownload The Companion DocumentIntroducing a workplace retirement plan can be a compelling way for individuals to take control of their retirement savings, but for so many people that don’t have control of their personal situation, the retirement plan at work doesn’t have a chance to be successful without a helping hand and tools to achieve financial wellness.We tend to talk about retirement pla...
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It’s Not a One-Size-Fits-All World

It’s Not a One-Size-Fits-All World

  • 3/14/2017 5:09:00 AM
  • View Count 2243
  It’s Not a One-Size-Fits-All WorldDownload The ChecklistThis won’t come as a surprise, but we all have different tastes and needs. The examples are all around us. Take TV, for example. To me, it means movies. To you, it might mean sports or news. But that’s ok because we can customize our experience. After all, it’s not a one-size-fits-all world.The same applies to retirement plans like a 401(k). Ask two company owners what it means and you might get two diffe...
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Auto-Enrollment and Auto-Escalation

Auto-Enrollment and Auto-Escalation

  • 2/14/2017 5:07:00 AM
  • View Count 1232
  Auto-Enrollment and Auto-EscalationDownload The Companion DocumentWhen we think about the important goals we’ve reached in our lives, like graduating from college or achieving a career milestone, the journey likely took time, perseverance, and a whole lot of hard work. But the payoff in the end are the rewards we’ve earned and the sense of pride we feel in the accomplishment.Saving for retirement is like this, too. The journey absolutely takes time and perseverance, but t...
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Answering the "Why Us?" Question

Answering the "Why Us?" Question

  • 1/14/2017 5:04:00 AM
  • View Count 1846
  Answering the "Why Us?" QuestionDownload The Companion DocumentWhether retirement plans are core to your practice or part of a larger strategy to help clients, you’ll compete more effectively if you successfully communicate how you differentiate yourself from other advisors. From the perspective of many business owners, most financial advisors provide pretty similar services and say many of the same things. The key is to help them understand why a relationship with yo...
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