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Basic Plan Amendments for the 2017 Cumulative List, SECURE, and CARES Acts

Basic Plan Amendments for the 2017 Cumulative List, SECURE and CARES Acts. Sent as part of the 2021 Amendment mailing to Plan Spon... Details

Updated: Jun 2021

Not available to order

CARES SECURE Amendments Cover Letter - CRD Plans

Letter sent to plan sponsors that offered Coronavirus-Related Distributions relief provision. Sent with the CARES Act and SECURE A... Details

Updated: Aug 2023

Not available to order

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Happy Birthday Digital Gift card

Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has been made to an existing 529 account. Incl... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Feb 2024

Not available to order

A global perspective - Night lights

Single sheet to help investors look at the world broadly and understand the potential for growth in developing markets. Details

Updated: May 2024

Sample de minimis distribution cashout letter to participant

Use this sample letter to inform a participant of their retirement plan account options when they’re no longer employed by their c... Details

Updated: Jul 2024

Not available to order

SIMPLE IRA prospecting postcard - Offering a retirement plan can be SIMPLE

A postcard for financial professionals to use in prospecting small businesses for SIMPLE IRA plans. Details

Updated: Sep 2024
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Social Security Presentation - Investor email invitation template

Social Security investor email invitation template for advisors to use with prospects and clients Details

Updated: Aug 2021

Not available to order

Updated: May 2024

Max: 100

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