Educational Resources

Beneficiary Distribution Options under the SECURE Act

CARES Act Pre-Amendment Checklist

Practical and Tactical Actions for Plans Amid the Challenging Environment

Rollover Checklist

Plan Sponsor’s Duty to Select and Monitor 3(21) or 3(38) Fiduciary Remains

Roth IRA Distribution Ordering Rules

Investment Policy Statement Checklist

Defining ERISA Fiduciaries

Cover of the Retirement Resource guide 2022

The Retirement Resource Guide: Essential ERISA Education and Best Practices for Financial Advisors

“The Award-Winning Retirement Industry bible!”