Let MainStay help you focus on guiding your clients toward their retirement goals, and allowing plan sponsors to make the most informed decisions about building and maintaining a sound retirement plan for their employees.
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2018 Retirement Plan Contribution Limitations
The Internal Revenue Service has released the cost of living adjustments affecting certain dollar limitations for pension plans and other retirement–related limitations for 2018.
Transitioning into Retirement
Clients approaching retirement may have a few questions and be in need of a comprehensive retirement income plan. This guide provides useful steps to get them started on their transition into retirement, and identifies potential sources of retirement income. It also helps them to begin the process of retiring in an organized, informed, and confident manner.
The process of transitioning to retirement can be challenging. The RetirementFolio Checklist is designed to help advisors and their clients take the first steps to create and maintain a comprehensive retirement income plan. This checklist helps advisors create the sense of urgency needed to motivate clients into taking action. It can also reveal assets managed by another financial professional.