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Investment Professionals

The Case for a Custodian

The Custody Rule under the Investment Advisers Act of 1940 requires that registered investment advisors’ client funds and securities be maintained with a...

White Paper
6 minute read
Small Businesses

Find the Best Retirement Plan for Your Small Business with the Retirement Savings Selector Tool

The Retirement Savings Selector Tool for Small Businesses can help small business owners identify which retirement plan may be the best fit from a few quick...

Video
Personal Investing

Top 5 Reasons to Consider Alternative Investments

Alternative investments can act as powerful diversifiers in a portfolio and in a self-directed IRA. Learn about the top 5 reasons to consider them.

Video
Account Basics

Investing in Real Estate Using Your Self Directed IRA

Real estate has become an increasingly popular investment in building a diversified portfolio. Watch this brief video to learn more about holding real estate...

Video
Personal Investing

Protect Your Retirement Savings with an Emergency Savings Fund

Emergencies are unpredictable and often expensive. Make sure you’re prepared for when something difficult happens without having to dip into your retirement...

Video
Small Businesses

Easy and Affordable Workplace Savings Options for Small Businesses

Forty-seven percent of small businesses don’t offer a retirement savings benefit program. Workplace Savings is designed for businesses where 401(k) plans may...

Fact Sheet
2 minute read
Small Businesses

Retirement in America 2020: Crisis and Opportunity in an Evolving Economy

In an evolving American economy, issues with Social Security, pensions, early withdrawals, a lack of access to retirement plans and insufficient savings all...

White Paper
10 minute read
Retirement Providers

From Legislative Footnote to Fiduciary Best Practice

Since their introduction as part of EGTRRA in 2001, automatic rollovers have transformed from a legislative afterthought to fiduciary best practice for plan...

White Paper
14 minute read
Personal Investing

Are Alternatives Right for Your Portfolio?

For some investors, alternative assets can complement traditional equities and fixed income, and can play a key role in a well-diversified portfolio—especially...

eBook
10 minute read