For Advisors
Communication pieces that may interest you and be of benefit to you and your prospects and clients
Advisors Corner
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Release Date |
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Why You Want ACI On Speed Dial We want to partner with you, not be the alpha dog. We want to go with you to prospect meetings but we’ll talk to you ahead of time about our role. You will get the full benefit of our knowledge and experience while still being the star. |
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July 2010 |
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Want to be a hero? Show your clients how to save big money This is the perfect moment to make your clients’ lives better by enhancing the growing power of their retirement plans. And, ACI will help you do it. But we both have the IRS to thank for bringing us this opportunity. Let me tell you why. |
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June 2010 |
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Want to be an All-Star to your Clients? Learn How to Spot Neglected Plans As an Industry Consultant I’ve noticed one glaring thing over and over that is an easy problem to solve if you pay attention to it. Here’s my insight: Check out the effective dates on those retirement plans. Let me share with you why this so important and so overlooked. In fact, it’s one of the first things I note when I review a 5500. |
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April 2010 |
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What to Expect in the Coming Months As Washington begins to thaw and the beloved cherry blossoms begin to bloom we will begin to see retirement plans take on a bigger focus by our government. Here is a brief outline of what we might expect. |
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March 2010 |
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Howdy Pard’ner (or Helping Your Client Plan Their Year) Do you know when a qualified retirement plan needs an audit by an Independent Qualified Public Accountant (IPQA)? Do you have a referral relationship with an auditor? Do you want to be a central supporting cast member to the movie star who is your client? Could I mix up any more metaphors? |
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February 2010 |
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January 2010 |
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Consider giving your client the gift of a well functioning retirement plan committee |
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December 2009 |
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November 2009 |
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October 2009 |
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September 2009 |
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September 2009 |
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July 2009 |
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June 2009 |
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When is the right time for your client to adopt a defined benefit plan |
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April 2009 |
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March 2009 |
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What is the IRS thinking when it audits your prospect's 401(k) plan |
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February 2009 |
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January 2009 |
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What if my client does not want to fund the defined benefit plan required contribution |
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December 2008 |
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November 2008 |
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Other Communication
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2009 |
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