401(k) & PROFIT SHARING PLAN DOWNLOAD CENTER

We offer comprehensive resources and sales kits. Some of the flyers and brochures we have pertaining to 401(k) and Profit Sharing plans are approved for client use, so you can share them with your clients to educate them on how to save for retirement and increase tax savings.

401(k) & PROFIT SHARING PLANS

Profit Sharing Plans (10422)
Safe Harbor 401(k) Plans (11810)
DASH 401(k) Plans (11811)

LIFE INSURANCE PRODUCTS

Pension Customizer WL Producers Summary (13853)
Unisex Capital UL MAX At-A-Glance (12245)
Unisex Security XLC At-A-Glance (12248)

ADMINISTRATIVE FORMS

Full Service Plan Installation Kit (12285)
Defined Benefit & 401(k) Combo Plan Installation Kit (12292)
Fully Insured & 401(k) Combo Plan Installation Kit (12287)
Cash Balance & 401(k) Combo Plan Installation Kit (12286)