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.

    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.

    July 08 2025

    Top 3 Door-Opening Strategies for Cash Balance Plans + A Bonus Invitation

    Cash balance retirement plans are one of the most powerful tax strategies available to business owners today.

    December 17 2024

    Q&A with FuturePlan’s Aaron McIsaac

    How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business

    November 19 2024

    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.

    November 13 2024

    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.

    April 10 2024

    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.

    April 03 2024

    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.

    September 01 2023

    5 Reasons to Add a Cash Balance Plan Before Year End

    Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.

    May 16 2023

    Top 10 Questions Advisors Ask About Cash Balance Plans

    With taxes on the rise, high earners are searching for ways to reduce tax liability while accelerating retirement savings.

    March 21 2023

    To Simplify the Complex, Technology Matters

    Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.

    January 24 2023

    Selling Beyond the 401k: Part One of a Two-Part Series

    Advisors, look beyond the 401k and help your clients win the talent war with Cash Balance Plans. Find out how.

    December 07 2022

    Financial Advisors: Don’t Ask For a Referral – Do This Instead

    Four Steps to Fire Up Your Referral Pipeline – Without Asking for Referrals

    November 02 2022
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