The IRS has given employers until the end of 2025 to address any unused forfeiture funds — don’t miss this one-time opportunity to “clean the slate.” The Standard's Angela Trefethen, senior director of Retirement Plans Service, shared with PLANSPONSOR how to use forfeiture funds to pay for any remaining employer match contributions, profit sharing contributions or participant allocations.
Industry research spotlights a positive effect radiating from the popularity of PEPs. Ted Schmelzle, vice president of Retirement Plans Service at The Standard, provides the details.
How can you confidently guide clients and prospects toward the legacy outcome they envision? Paul Garofoli, FLMI, RICP®, regional vice president of sales in Individual Annuities at The Standard, provides some answers.
Alan Assner, vice president of Individual Annuities at The Standard, was recently quoted in an InsuranceNewsNet article about the challenges and opportunities for indexed products.
Alan Assner, vice president of Individual Annuities at The Standard, was recently quoted in an InsuranceNewsNet article about the effects of interest rate changes in the financial services industry.
Leaving a meaningful legacy is important to many retirees. John Williams, CLU®, regional vice president for Individual Annuities at The Standard, discusses the legacy planning benefits of a fixed index annuity.
Finding the perfect annuity for a client is a lot like matchmaking. Age, preferences and long-term goals all play a role in landing the ideal fit. The Standard's Paul Garofoli, FLMI, RICP® writes about using annuity expertise like a dating app algorithm to spark lasting financial connections.
Women are set to control up to $30 trillion in financial assets by 2030. Yet many feel overwhelmed by investment decisions. This is an opportunity for financial professionals to empower women with personalized guidance and confidence-building strategies.
Instead of surrendering a life insurance policy and facing immediate tax liabilities, policyholders can use a 1035 exchange to transfer funds into a fixed indexed annuity tax-free. John Williams, a regional vice president at The Standard, discusses the strategic advantages of a 1035 exchange in Aspire Magazine. Read the article for more details.
Jason Burlie, The Standard's vice president of Retirement Plan Sales, spoke with PLANSPONSOR recently about the trends and advances that mattered most in 2024.