Advisor Resources

Different retirement outcomes

question8 Questions to Ask Small Business Owners about Their Retirement Plan

Download our guide before your next client consultation. These 8 questions will help you to find out more about your client’s current retirement plan. Your client’s responses will add valuable insight into designing the perfect retirement plan by targeting their specific goals and needs.
Get the Guide!


2017 Plan LimitsPlan limits

Each year, the IRS announces pension plan limitations which limit the amount taxpayers can contribute to a retirement plan for that plan year. These limitations are updated annually to account for cost-of-living adjustments. The plan limits are a valuable resource in planning your client’s retirement outcomes. Download our plan limit guide for a quick reference to the current and past year’s limitations. Download the 2017 IRS plan limits!


Comparing Retirement PlansComparing Small Business Retirement Plan Options

Which retirement plan is right for your client’s business? There are several qualified plans to choose from and our simple chart will compare 3 popular plan types side-by-side. Download our guide to see the differences in a Traditional 401(k), Safe Harbor 401(k) and a SIMPLE IRA plan. Comparing Plan Types! Or, review our guide on Defined Benefit Plans!