Insights and Perspectives

Insights and Perspectives

Is a safe harbor plan right for your small business?

Is a safe harbor plan right for your small business?

Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.

Insights and Perspectives

Is a safe harbor plan right for your small business?

Determining the right type of 401(k) plan for your small business can be challenging. While a traditional plan may work for you, there are other options that may be a better fit for your employees and your company—including a safe harbor plan.

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.

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.

Top 5 Selling Tips to Close Cash Balance Plan Sales

FuturePlan recently interviewed our top 25 producers in the financial advisor network about best practices for closing cash balance sales.

Why 1 Million Visitors Love my.FuturePlan

Every feature of my.FuturePlan was developed based on advisors’ and plan sponsors’ specific needs, to make navigating plan administration as easy as possible.