Industry Insights

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.

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.

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.

Match Made in Finance Heaven

401(k) Profit Sharing + Cash Balance = $$$$$$$

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.

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.

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?

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…

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