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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.
January 2, 2024
Beneficiary reviews help establish you as a trusted advisor and subject matter expert. They also offer time to connect with clients and prospects to build relationships. See how beneficiary reviews can help you get leads and grow your business.
May 13, 2024
How can partnering with a TPA help you grow your retirement plan business? Jeff Schreiber, our TPA partner at Prime Pensions, shares insights on developing a successful relationship.
Article
August 13, 2024
Kelsey Larson, our TPA partner at TSC 401K, shares insights on current challenges and opportunities for advisors in the retirement plan industry. Check out our newest Q&A.
February 2, 2026
Offering beneficiary reviews can serve as a conversation starter that helps you deepen client relationships, uncover new needs, and position yourself as a proactive partner in their financial well‑being.
March 30, 2026
Renewals from record annuity sales in 2023 are approaching quickly, often at lower fixed rates. Explore how to identify affected clients and lead timely renewal conversations with confidence.
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February 10, 2025
Discover how managed accounts as a QDIA can offer a personalized approach to help participants better prepare for retirement.
Article
March 1, 2025
Uncertainty in the market and political environment can leave clients hesitant to make financial decisions — but waiting could cost them. Show your clients what the cost of waiting could be and help guide them toward financial well-being.
Article
September 30, 2024
The 50/30/20 allocation model using fixed index annuities offers a strategic alternative to the traditional 60/40 portfolio. Find out how FIAs can become a valuable addition to a balanced investment strategy.
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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.