Building Your Business

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Some plan providers are more diligent about data management than others. Ask the right questions to find the data technology solution that's best for your clients.
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How would you rate your virtual meeting skills? Check out our tips for ways to raise your score.

Foodbank Volunteer

At The Standard, regular check-ins with retirement plan advisors are a way to provide client and practice management support and resources. During the month of May, each virtual lunch meeting between The Standard and a retirement plan advisor will deliver an extra benefit: a $25 donation to Feeding America.

Missing puzzle piece
A cash balance plan can be a helpful tool for business owners to significantly increase their retirement savings and generate large tax deductions for their businesses. When considering a cash balance plan, ask these questions.
Administrative work
Your clients look to you to help ensure they fulfill their fiduciary obligations, including their ERISA mandated administrative duties. When evaluating providers that serve these needs, make sure to look for these qualities.
Man asking questions during a meeting
The administrative services offered by retirement plan providers can vary widely. Identify the support your client needs by asking these five questions.
Business woman
Employers may not realize all the ways a plan advisor can offer value. You can make yourself stand out with a deep understanding of day-to-day plan responsibilities and tangible solutions for saving employers time and money.