Winter 2010
Legislative and Regulatory Watch – January 2010
We’ve compiled a short list of retirement plan regulatory issues worth watching. This month, fee disclosures, changes to coverage tests, investment advice for participants and target date funds are among the items on our list. View our top seven items.
continue9 Tips to Get Prospects to Call You Back
While there are more ways than ever to reach people, the personal phone call is still the most powerful. But how do you get people to return your call?
Check out the nine strategies Jill Konrath has developed to use with your voicemails that will establish your credibility, pique curiosity and motivate return calls.
continueNew Resource for Assessing 403(b) Plans
There have been significant changes to the 403(b) landscape in the last year. Plan sponsors must take on new responsibilities in the administration and oversight of their 403(b) plans. As their role increases in the investment selection, reporting and documentation of the plan, so will plan sponsors’ reliance on experienced retirement plan specialists who can provide guidance and advice to see them through these new challenges.
Find out how you can assess the current state of an existing 403(b) plan and determine if the plan is in compliance with both IRS and Department of Labor regulations.
continueWebinars for early 2010
The Standard is continuing its “Building Your Business” webinar series. The online courses are offered at no charge to our partners. Our experts will provide insight and commentary on the issues driving the retirement plan industry today. And you’ll be able to interact with them directly during the question and answer portion at the end of each presentation.
The Standard gets ready to file your clients’ electronic 2009 Form 5500s
The IRS has changed how Form 5500s are to be filed for plan years commencing on or after January 1, 2009. Electronic filing of all 5500s is now mandatory.
With The Standard’s new service offering, we will submit your clients’ completed 5500s on their behalf. Learn more about how we’re assisting your clients.
The Mainspring Partner 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.
Webinar series
Join The Standard for insightful webinars on 408(b)(2) regulations to be released in second quarter, creating a successful eNewsletter program, ERISA considerations, and making your website Googlelicious!
Check out the schedule and add events of interest to your calendar or view a printable webinar schedule (PDF; 135 KB).
VIEW EVENTS