Building Your Business

Missing puzzle piece

Is a Cash Balance Plan a Good Fit for My Client?

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

Help Clients Ease Their Administrative Burden

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

Ask the Key Questions

The administrative services offered by retirement plan providers can vary widely. Identify the support your client needs by asking these five questions.
Business woman

This One Question Can Set Your Practice Apart

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.
Legal

The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc. provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.

© 2020 StanCorp Financial Group, Inc.