Advisor Resources

Retirement Plans

Scenario:

Your client asks you if you can help them figure out if they should have a safe harbor plan or a defined benefit plan. What do you do?

Option 1: Conduct hours of research.

Smarter option: Call Polycomp. We will review the pros and cons of each plan type with you and/or you and your client. This review could consist of as little as a phone call or a comparison proposal, or as much as a full actuarial study and presentation to your client.

» Request a plan design illustration at NO CHARGE

Download Executive Summaries (PDF documents)

» 401(k) Plan Executive Summary
» 403(b) Plan Executive Summary
» Defined Benefit (DB) Plan Executive Summary

You might also find the following materials useful:

» Sample comparison between a SEP and a 401(k)

» Article: An "Un-bundled" 401(k) Provider Approach by David S. Horvath, C.P.A.

Top 5 reasons to refer your clients to Polycomp
1. We do not compete with you (we don’t sell investments)
2. We pass on revenue sharing to most clients
3. You know who to call (personal service)
4. Our staff gets you answers quickly (we invest a lot in employee education)
5. We keep you informed of industry changes

CONTACT US

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Testimonial

"I would like to praise you for the great job you and Polycomp have done for me and the retirement plan customers I have brought to you. You always look for the best ways for the customer to reach their goals and are really creative in your approach to the qualified plan market. Polycomp is a pleasure to work with and I have found all the employees that work there to be friendly, responsive and helpful."Daryl Clark, CLU, ChFCPolycomp partner for 6 years.