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The 3 Stages of Conversion: What You & Your Client Can Expect (PARTNER’S EDGE NEWSLETTER 8.25.14)

Our prospective Partners often ask what they and their Plan Sponsor Clients can expect when they decide to convert an existing qualified plan to our services.  Though the process for establishing a new plan and converting an existing one have similarities they differ in scope.  To follow is an overview of the three primary stages of our conversion process for existing plans… READ MORE

How (and Why!) to Engage that New Client Contact (PARTNER’S EDGE NEWSLETTER 7.14.14)

When your client contact leaves and a new client contact comes in, there is both risk and opportunity.  It isn’t uncommon for new client contacts to come in with agendas and previous vendor relationships that are worthy of learning about early on. Rather than taking a risk, here are several things you can do to turn risk into opportunity… READ MORE

3 Powerful Reasons to Encourage Sponsors to Revisit Plan Features (PARTNER’S EDGE NEWSLETTER 6.16.14)

Though an employers’ resistance to revisiting their decisions and making provision changes is understandable, you have to wonder; are these Plan Sponsors missing important opportunities?  Should we be encouraging them to revisit plan features?Here are three powerful reasons to encourage Plan Sponsors to take a look at their plan features… READ MORE

DOL Proposed Fiduciary Guide: Will it make life easier? (PARTNER’S EDGE NEWSLETTER 6.2.14)

In mid-March, the Department of Labor (DOL) decided it was time to address the challenges that Plan Fiduciaries are having with annual service and fee disclosures provided in connection Section 408(b)(2)… READ HERE

PPA Restatement Begins! 3 Things Your Plan Sponsor Clients Need to Know Now (PARTNER’S EDGE NEWSLETTER 5.19.14)

Help your busy Plan Sponsor Clients get to the bottom line on what they need to know in order to comply with the Pension Protection Act (PPA) Restatement Requirements. Here are 3 basic things you can confirm your Plan Sponsor Clients know now… READ HERE

Pension Protection Act Sponsor Communication


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Please note that all financial calculators require a Java enabled browser. Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.