Your Tennessee Update for Financial Advisors
We are excited to announce our growth in the Tennessee market! BETH CUNNINGHAM, Regional Vice President Retirement Sales, will be spearheading our expansion.
15 May 2020
Your Kentucky and Cincinnati Update for Financial Advisors
We are excited to announce your Kentucky and Cincinnati Regional Vice President / Retirement Sales, JULIE YOCUM, QPA, QKA.
16 Apr 2020
Your Indiana Update for Advisors
We are excited to announce your Indiana Regional Vice President / Retirement Sales, STEVEN D. SHACKELFORD
CARES Act: The Major Provisions That Affect Your Retirement Plan
What it is, who qualifes, what has changed, and what to do with the CARES Act.
06 Apr 2020
Match Made in Finance Heaven
401(k) Profit Sharing + Cash Balance = $$$$$$$
10 Feb 2020
SECURE Act: What it means for your retirement plan business
The purpose of the SECURE Act legislation is to make it easier for individuals to save for retirement through their employer’s qualified retirement plan.
24 Jan 2020
The 5 Steps to Increasing Assets Under Management with Cash Balance Plans
The following are practical tips on how to increase assets under management with cash balance plans.
02 Oct 2019
Make More Money Faster with Cash Balance Plans
Every single day in the small plan market, cash balance plans are being discussed, evaluated, and implemented. Are you one of the elite level Financial Advisors joining in on this conversation?
30 Sep 2019
SIMPLE IRA vs. 401(k) Safe Harbor
401(k) Safe Harbor plans is your solution to SIMPLE IRAs.
What Does a TPA do?
What’s the real difference between…
14 Feb 2019
Discover the Ideal Cash Balance Plans
A Cash Balance Plan is a type of IRS-qualified retirement plan that operates under the rules of a defined benefit plan but gives the appearance of operating more like a 401(k) plan.
07 Mar 2023
The Ideal Cash Balance Plan for All Industries
With the SECURE Act legislation, the NEW Cash Balance Start-Up Deadline for a 2020 tax deductible plan is July 31st, 2021 when you request a tax-filing extension.
Startup a 2022 Cash Balance or Profit Sharing Plan in 2023
13 Feb 2023
SECURE Act 2.0 of 2022: Qualified Plan Tax Credits
06 Feb 2023
SECURE 2.0 Act of 2022: Expanding Coverage and Increasing Retirement Savings
09 Jan 2023
Celebrating Years of Service
01 Jan 2023
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