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Retirement Plan Newsletters


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Guest willow
Posted

Does anyone know who puts out "premade" Retirement Plan Newsletters that I could send to my clients (and how I can contact that vendor)?

Thanks!!

Willow

Posted

Hmmm. Perhaps what goes into such a "newsletter" is as important as "premade".

Many trustees and custodians offer these services.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Guest willow
Posted

I should add that I would like to use something premade on a monthly or quarterly basis, that I would have my company name on it. It would be geared to the employer.

It is meant more as another way to keep my name in front of clients and prospects.

Thanks,

Willow

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