Understand the needs and preferences of potential retirement plan sponsors to find a plan that’s right for them. Follow these steps to gather the information you need to deliver the best retirement solution.
1. Gather the information
How to do it:
2. Choose a plan and recordkeeping solution
How to do it:
Resources to use:
Comparing Retirement Plans (Brochure) — Explain plan features, learn contribution limits and obtain a glossary of terms.
Compare Recordkeeping Solutions — Determine which solution best meets the needs of the plan.
Compare SEP and SIMPLE IRAs — Demonstrate key features and differences between SEP plans and SIMPLE IRAs.
3. Choose a share class
How to do it:
Resources to use:
Share Class Pricing & Details — Compare the expense ratios and advisor compensation for each share class.
Price-It Tool — Get a preliminary estimate of the total cost associated with PlanPremier and RecordkeeperDirect plans.
4. Order a proposal and build a fund lineup
How to do it:
Resources to use:
Retirement Plan Proposal — Close the sale with a proposal specifically tailored to your client’s needs.