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Advisor Sales Tools

Cash Balance Plan Resources

7 Reasons to Add Cash Balance Early
Cash Balance Tax Advantages
Cash Balance 101
Ideal Candidates Card
Contribution Limits Table
12th Edition Cash Balance Research Report
Cash Balance Research Report Infographic

Learn more about Cash Balance

3(16) Fiduciary Services Resources

3(16) Buyers Guide
3(16) Provider Request for Information (RFI)
Fiduciary Myths And Misconceptions in the Market
FuturePlan Fiduciary Services Checklist
The Different Types of Fiduciaries
Fiduciary Assistant for Payroll Data Integrity
Article: The Source of Plan Errors

Learn more about 3(16) Fiduciary Services

General and Regulatory Resources

DOL E-delivery Requirements Summary Chart
Choosing the Right Safe Harbor Contribution for your Firm
Contribution Allocation Options
Qualified Birth and Adoption Distribution (QBAD)
SECURE Act and Potential Tax Credits: What You Need to Know
Safe Harbor Plan Changes
Understanding Changes to Matching Contributions
Options for Paying Expenses from Plan Assets
Retirement Plan Relief in Consolidated Appropriations Act, 2021
Retirement Plan Choices-State Facilitated or Sponsor Tax-Qualified Plan
Which Plan Design is Right for You Flyer

Prevailing Wage Plan Resources

Understanding the Basics of Prevailing Wage
Prevailing Wage Brochure
Fringe Benefits Case Study
Plan Design Case Study
Hour Banking Case Study
Advisors: Construct Your Target List
Advisors: Target Questions for Prevailing Wage Contractors

Learn more about Prevailing Wage Plans

Compliance Resolution and Restoration Resources

Retirement Spotlight: Making Sense of the New Auditing Standard for ERISA Plans
EBSA Restores Over $2.4 Billion to Employee Benefit Plans, Participants and Beneficiaries

Learn more about Compliance Resolution and Restoration

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FuturePlan by Ascensus provides plan design, administration, and compliance services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services.

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