White Papers



Posted below are some articles that you may find enjoyable, written by peers in the industry.

Click here to download 2018 Global Investment Outlook

Click here to download Municipal Market: Positive Momentum to Continue

Click here to download Mid-Year Testing for 401(k) plans

Click here to download Trends in Nonqualified Deferred Compensation

Click here to download Fiduciary FAQ

Click here to download Optimal Basis Increase Trust

Click here to download Legally Binding e-signatures + Easy File-Sharing Tools = Real Savings for Your Business

Click here to download A New Approach to Retirement Income: Next Gen vs. Traditional VAs