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Retirement Planning

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PlanPremier - Managing your retirement plan account (PPTPA PP Bundled)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2025

PlanPremier - Managing your retirement plan account (Spanish version) (PPTPA PP Bundled)

This single sheet shows PlanPremier participants how to access their retirement plan account and sum... Details

Updated: Oct 2025

PlanPremier - Morgan Stanley Pricing (Dealer Vrs - MS PP Bundled PPTPA)

This sheet provides an overview of the pricing and features for PlanPremier 401(k) plans using Morgan Stanley 3(38) fiduciary inve... Details

Updated: Sep 2026

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines notice delivery services available in PlanPremier, including the option to h... Details

Updated: Dec 2025

Not available to order

PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Nov 2025
Image not available

PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Sep 2026

PlanPremier retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Nov 2025

Not available to order

PlanPremier-TPA next steps document - Morgan Stanley (Dealer Vrs - MS PPTPA)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-TPA 401(k) plan using Morgan Stanley 3(38) fiduci... Details

Updated: Sep 2026

Not available to order

PlanPremier-TPA retirement plan proposal - Morgan Stanley (Dealer Vrs - MS PPTPA)

This brochure, which can be customized for prospective clients, provides an overview of the features... Details

Updated: Sep 2026

Not available to order

Plan your journey to retirement 401k (Spanish)_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

Plan your journey to retirement SIMPLE IRA_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Aug 2025

Not available to order

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Apr 2026
Image not available

Presentation — Thriving in the New Normal: Reframe Your Value Around Client Goals

Part of the 2017 National Accounts RP Practice Management Program, this combination sell sheet/summa... Details

Updated: Apr 2017

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Sep 2026

Not available to order

Qualified Plans - Required Minimum Distributions

Investors can use this form to request one-time or recurring RMD payments from Capital Bank and Trust Company money purchase or pr... Details

Updated: Mar 2026

Not available to order

Ready to Make a Move

A RecordkeeperDirect participant who has left the company/organization sponsoring their retirement plan can use this booklet to request a cash distribution or rollover. Contains Application for Direct Rollover to a Ne... Details

Updated: Aug 2026

Max: 1

Reasons to consider increasing your contributions (Trifold brochure - Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025

RecordkeeperDirect automatic enrollment overview brochure

This brochure provides an overview of how to implement automatic enrollment and escalation provisions for RecordkeeperDirect plans... Details

Updated: Dec 2025

Not available to order

RecordkeeperDirect electronic loan service

Use this sheet to show plan sponsors the benefits of RecordkeeperDirect’s online loan processing option. Details

Updated: Oct 2024

Not available to order

RecordkeeperDirect notice delivery fact sheet (RKD)

This single sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Dec 2025

Not available to order

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