Unlock Insights on Women and Retirement Planning

September 24, 2024

Our newest research brief, Women and Retirement: A More Connected Experience, revealed that women consider retirement planning a personal decision. But most want to work with experts for help.

Get ideas on how you can tailor your services to meet the needs of women planning for retirement.

Sales Insights & Tools

More About Sales Insights & Tools

Are MVAs Here to Stay?

Mike Shamon, regional vice president, Stable Value Solutions at The Standard, looks ahead at market value adjustment trends and what to expect in 2026.

How to Help Clients Reduce Their Plan Duties by More Than Half

What if you could help a client cut their retirement plan duties by more than half? That’s the power of a Pooled Employer Plan.

Little-Used Tax Credit Can Help Small Businesses Start a Plan

Talk to small-business clients about a tax credit that can help them start a retirement plan.

Stable Value Is Always in Season

As interest rates fluctuate, is this the right time for stable value investing?

Fact-Checking the Top 5 Myths About PEPs

We’ve fact-checked five of the most common myths about PEPs to help you debunk them during your next client meeting.

9 Questions to Assess Stable Value MVA Equalizers

Not all market value adjustment equalizers are the same, and the differences can be complex. Ask important questions to help choose the right one.

Dynamic QDIA Helps Meet Employees’ Evolving Needs

Read about how dynamic QDIAs can meet the needs of a broader range of employees.

Resources to Help You Meet Your PEP Sales Goal

We have resources to help you increase your PEP sales. Check them out.

Help Clients With Forfeiture Funds “Clean the Slate”

The IRS has given employers until the end of 2025 to address any past oversight in the timely use of forfeitures. Help your clients take advantage of this opportunity to “clean the slate.”

Retirement Plans

Combine strong plans with tools and education that help employees plan for retirement.

Unlock Insights on Women and Retirement Planning

More About Sales Insights & Tools

Related Products or Services