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Sales Insights & Tools
December 11, 2025
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.
Sales Insights & Tools
November 24, 2025
Talk to small-business clients about a tax credit that can help them start a retirement plan.
Sales Insights & Tools
September 30, 2025
We’ve fact-checked five of the most common myths about PEPs to help you debunk them during your next client meeting.
Get to Know The Standard
September 10, 2025
Advisors have recognized The Standard as a top-five recordkeeper in the Mid-Market Category. See how we stand out in the annual NAPA Advisors’ Choice awards.
Retirement Readiness
September 9, 2025
Are your clients looking for a smart way to help participants save for retirement? Learn more about The Standard’s Step-Up Savings service.
Sales Insights & Tools
August 20, 2025
Read about how dynamic QDIAs can meet the needs of a broader range of employees.
Sales Insights & Tools
July 21, 2025
We have resources to help you increase your PEP sales. Check them out.
Retirement Readiness
April 22, 2025
Help your clients understand employee financial stress and the effect on their businesses. Can financial wellness resources make a difference?
Sales Insights & Tools
April 9, 2025
Collective Investment Trusts in 401(k) plans continue to grow in popularity. What’s fueling the rise? Get the talking points to inform your next client meeting.
Get to Know The Standard
March 25, 2025
A team from The Standard is one of just five to win a 2025 PLANSPONSOR Service Stars award.