Use Retirement Planalyzer to help find the right retirement plan solutions for your plan sponsor clients. With our online tool you can compare solutions and pricing options and generate proposals to present to your clients.
PlanPremier–TPA |
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PRE-SALE POST-SALE How to enroll in your retirement plan (VIDEO) How to enroll in your retirement plan — Spanish version (VIDEO) How to enroll in your retirement plan participant brochure (PDF) Managing your retirement plan account participant brochure (PDF) |
RecordkeeperDirect |
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PRE-SALE ONBOARDING (Paper) Installation kit for commission-based financial professionals (Paper) Installation kit for fee-based financial professionals Fee payment authorization (PDF) How to enroll in your retirement plan (VIDEO) How to enroll in your retirement plan — Spanish version (VIDEO) How to enroll in your retirement plan participant brochure (PDF) Managing your account participant brochure (PDF) Retirement plan services — RecordkeeperDirect e-distributions (PDF) |
Wednesday webinars — 3 p.m. ET
Register below to join us for product updates and timely topics.
Add a cash balance plan to increase tax savings and improve participant outcomes (PDF)
The state of state-sponsored retirement plans
Choose the retirement plan that's best for your business (PDF)
Find the solution that fits your plan (PDF)
How does a TPA add value to your plan? (PDF)
The value of a TPA (PDF)
Three factors to help find the right recordkeeper (PDF)
Why should plans pay 401(k) expenses with company assets? (PDF)
Win and retain more plans with the art of the one-meeting close (PDF)
* Plan manager is not available for 403(b) plans. Use paper installation kits for 403(b) plans.