Over the years, we've learned that while we may know our business inside and out, it's just as important to surround ourselves with people who know theirs too. And, can break things down in a clear, concise way. That philosophy is what drove us to create PRECISION Magazine. This collection of articles was developed by our team members, as well as other experts on a variety of topics relevant to retirement professionals.
In assembling the magazine, we focused on content that is timeless, thorough and provides practical recommendations that you can implement right now. While it's impossible to fit a complete roadmap for success into 28 pages, we hope you find the articles informative and helpful for both you and your clients.
After you've read the magazine, check out some additional resources below for a more in-depth look at several topics.
Twenty Questions - Retirement Plan Loan Style
Retirement Topics – Plan Loans
IRS Publication 15 – Circular E, Employer's Tax Guide
IRS Publication 15-A – Employer's Supplemental Tax Guide
IRS Publication 15-A – Employer's Tax Guide to Fringe Benefits
The $64,000 Question – How Does My Investment Professional Get Paid?
The More Things Change, The More They Stay The Same: Timeless Keys to Selecting Plan Service Providers
Weakest Link … What's Yours?
CEFEX Standards of Practice For Retirement Plan Service Providers
Family Feuding About Benefits
Automatically Revoking Beneficiary Designations on Legal Separation Can Lead to Plan Errors
No Need To "Press Your Luck" When It Comes To Government Audits
Control Yourself: Plan Compliance and Internal Controls
Results of DOL Investigations of Employee Benefit Plans for Fiscal Year 2014
IRS Employee Plans Examination Process Guide