Insights and Perspectives

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

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

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

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.

Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.

With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.

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

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

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

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

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

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