Summer 2008
DB Plans: More Fiscally
Efficient Than You Might Think
A new report indicates that a defined benefit pension can deliver the same retirement income for less than half the cost of an individual defined contribution account.
continue409A Written Compliance Deadline Approaching
Time and time again since 2005, the Internal Revenue Service has postponed the deadline for full written compliance with Section 409A rules, but this time, the Dec. 31, 2008, deadline looks like the real thing.
continueNew Brochures Explain
Proposed DOL Fee Disclosure Regs
Last year, the U.S. Department of Labor proposed changes designed to address concerns about fees paid to providers of qualified retirement plan services.
continueSet Yourself Up for the End-of-the-Year Sprint
If you watched any of the distance races during the 2008 Summer Olympics, you might have heard one commentator discussing the three “races within a race:” the start, the setup and the sprint.
continueThe Mainspring Partner quarterly newsletter helps producers build their business by providing sales aids, learning opportunities, market commentary, regulatory and legislative updates, product enhancement announcements and articles to help improve the effectiveness of your clients’ plans.
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Get to Know Your Customers
With Online Surveys
To learn more about using email surveys to better understand your customers you can visit the Surveymonkey or Zoomerang sites. Sign up for one of their free (but limited) accounts and try a few test surveys to get comfortable with the tools before you try sending a survey to your customers. Both sites also offer lots of tips for improving your survey results.