Downloadable Guides
Retirement & Tax Planning Guides
Explore these guides, designed to help business owners and professionals navigate retirement plans, tax strategies, and compliance requirements.
| Guide Title | Description |
|---|---|
| Small Business Retirement Plan Comparison | Compare features of 401(k)s, SEP IRAs, SIMPLE IRAs, Defined Benefit plans, and Cash Balance options tailored for small firms. |
| Tax Benefits of Employer-Sponsored Plans | Understand deductions, credits, deferrals, and growth opportunities that save money for you and your employees. |
| Plan Setup & Compliance Checklist | A step-by-step workbook to streamline plan selection, documentation, and regulatory filings. |
| Employee Participation Toolkit | Onboarding materials, communication templates, and education tips to boost engagement. |
| 2025 Retirement Plan Compliance Update | Stay current with recent regulatory changes, including SECURE Act 2.0 updates and IRS deadlines. |
| Investment Menu Essentials | Learn about cost-effective, non-proprietary lineup construction and values-based investment options. |
| Fiduciary Responsibilities Guide | Clarity on plan sponsor duties, documentation requirements, ERISA obligations, and working with custodians. |
| Year-End Plan Review Agenda | Checklist for reviewing contributions, eligibility, participation, fees, and potential plan updates before year-end. |
Learn more by calling 800.832.8514 or emailing account-services@globaladvisers.com.
Employee Retirement Plans
Downloadable Guides
Built for plan sponsors. Actionable. No fluff. Last updated: Aug 28, 2025.
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Disclaimer: Informational only; not legal, tax, or investment advice. ยฉ 2025 Global Advisers, LLC.
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