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Demonstrating your value 

PFFGLP-BRO-3-E

Explains strategies for financial advisors to demonstrate their value to plan sponsors
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Plan design guide 

PFFFRA-BRO-2-E

Discusses 401(k) plan design
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Managing fiduciary responsibility for plan sponsors brochure 

PFFFRA-BRO-1-E

Informs plan sponsors about fiduciary responsibilities
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Rethinking Risk: What are your ‘returns’ really telling you? 

RRRET-BRO-1
Updated on: 11/17

Discusses measuring and comparing portfolio returns
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The truth behind five common investment myths 

RRFIVE-BRO-1
Updated on: 11/17

This brochure dispels five common investing myths
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Investment selection and monitoring guide 

PFFFRA-BRO-4-E

Discusses selecting and monitoring investments for DC plans
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Generating leads in your target market 

PFFGLP-BRO-1-E

Discusses how financial advisors can generate leads for expanding their retirement plan business
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Sequence of returns and your retirement brochure 

VA101-BRO-1
Updated on: 06/16

Explains why a VA may help protect against losses from sequence of returns risk
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Volatility: Applying yesterday’s lessons to today’s portfolios 

RRVOL-BRO-1
Updated on: 07/17

Discusses the role volatility plays in an investment portfolio
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Employee education needs assessment 

PFFFRA-FRM-1
Updated on: 06/17

Helps financial advisors compile data for development of an employee education program
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