All Resources

Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act. 

Help clients understand the new tax credit for including military spouses in their employer-sponsored retirement plans under the SECURE 2.0 Act, guiding them through eligibility criteria and benefits.

Help your clients understand the improved coverage and new eligibility rules for long-term part-time (LTPT) employees under the SECURE 2.0 Act.

Help clients understand the Pension-Linked Emergency Savings Accounts (PLESAs) introduced by the SECURE 2.0 Act, and guide them through the implementation and benefits of PLESAs.

Guide sole proprietor clients through the process of establishing and funding their 401(k) plans, helping them take full advantage of the new provisions under SECURE 2.0.

SEP and SIMPLE IRAs offers small businesses an easy, affordable way to provide retirement benefits without the administrative complexity of a 401(k). These plans give you straightforward options to support clients who want low-cost setup, predictable responsibilities, and valuable tax advantages.

Financial advisors often guide small business owners through critical decisions about retirement plans. Understanding the differences between SEP IRAs, SIMPLE IRAs, and 401(k)s can help you recommend the best option based on business size, budget, and growth goals.

Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs. 

Help clients understand Virginia's state-mandated retirement program and educate them on the key features of the program as well as available alternatives. 

Help clients in Vermont understand and comply with state mandated retirement plan requirements and deadlines. 

Help clients in Oregon understand their state's retirement mandates and explore alternative solutions that meet both satisfy legal requirements and align with clients' needs. 

Help your clients in New York navigate the state's retirement mandates and explore alternative plan options to satisfy mandates and meet their business goals. 

Help clients understand the necessity of state-mandated retirement plans and explore their options to comply with these mandates.

Help clients understand California's CalSavers Retirement Savings Program and explore alternative options to satisfy state mandate requirements.

Help clients understand the Illinois Secure Choice Retirement Savings Program and explore alternative options to meet their retirement plan needs. 

In an uncertain economic landscape, balancing compensation, retirement, and benefits programs is crucial for clients looking to attract and retain talent. Leverage insights from Ascensus' annual Compensation, Retirement, and Benefits Trends Report to guide your clients in understanding their program’s competitive position and making informed decisions for the year ahead.

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

Help clients maximize the effectiveness of their bank-owned life insurance (BOLI) programs with these six best practices. Learn how to structure a BOLI program, understand regulatory and tax rules, review due diligence procedures, verify credit quality, monitor market conditions, and find a comprehensive provider.

Help your clients in Minnesota navigate the state's mandated retirement program and discover alternative solutions that not only satisfy legal requirements but also align with their business goals. 

Help clients understand California's retirement state mandate requirements and explore the best solutions to meet their business needs.

Help clients understand Colorado's retirement state mandates and explore alternative solutions that may fit their needs.

Help your clients in Maryland understand the state's mandated retirement program and explore alternative solutions that satisfy both the mandate and their business needs. 

Help clients in Nevada understand the state's mandated retirement program and explore alternative solutions that satisfy legal requirements and meet their business goals. 

Help clients in New Jersey understand the state's mandated retirement program and explore alternative solutions that satisfy the legal requirements. 

Help clients understand Connecticut's state retirement program and explore the alternative solutions to satisfy the mandate.

Help clients understand requirements under Delaware's retirement state mandated program and explore the best solutions to meet their business needs.

Help clients understand Hawaii's state-mandated retirement program and explore the alternative solutions to satisfy the mandates as well as meet their business needs.

Help clients understand Illinois' state-mandated retirement program and educate them on the key features and benefits of the program as well as available alternatives.

Help clients navigate Maine's retirement state mandate and understand alternative plan options, ensuring compliance with the mandates.

Explore how cost of living adjustments (COLAs) impact contribution limits and the operations of qualified retirement plans, SEP plans, and SIMPLE plans. Learn about the annual adjustments required by Section 415 of the Internal Revenue Code and how they affect your clients' retirement planning.

Compare various retirement plan options to find the best fit for your clients, considering factors like eligibility, contributions, and administrative responsibilities.

Find the right plan for your client with our small business plans overview.

With high interest rates persisting over the past few years, it's crucial for advisors to review and enhance clients' Bank-Owned Life Insurance (BOLI) policies to improve performance, credit, and risk-weight characteristics. Learn two proven strategies to help your clients optimize their BOLI portfolios.

Learn how BOLI programs can help clients offset employee benefit expenses, achieve higher returns, and improve credit characteristics, and discover how partnering with an expert in institutional insurances can help you navigate the complexities of BOLI while growing your long-term, sustainable revenue.

Help your clients understand the new penalty-free distribution option for emergency expenses, including eligibility and benefits of the provision, introduced by the SECURE 2.0 Act. 

Help your clients navigate the changes to the required minimum distribution (RMD) age introduced by the SECURE 2.0 Act. 

Expand your advisory practice by integrating retirement plans, leveraging the SECURE 2.0 Act and state mandates to meet growing demand and enhance client relationships.

Recent changes in the nonqualified deferred compensation (NQDC) plan landscape present new opportunities for employers. Tap into the latest trends—and use them to your advantage.

Address common employer concerns about starting a retirement plan and learn solutions to overcome them. 

Use the SECURE 2.0 Tax Credit Calculator to prospect small business clients by demonstrating potential tax credits available for sponsoring a retirement plan.

Help clients explore the tax credits available under the SECURE 2.0 Act, including eligibility criteria and potential savings, using the Tax Credit Calculator.

Discover how to establish your personal brand as a financial advisor to stand out in a competitive market, attract clients, and grow your business.

Help your clients navigate the complexities of the SECURE 2.0 Act and its impact on their retirement plans by sharing essential information on key provisions relevant for them. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined benefit and cash balance plans. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined contribution plans, guiding them through the most impactful changes, helping them comply with the provisions. 

Help your clients prioritize the key provisions of the SECURE 2.0 Act for their individual retirement account.