-
Building your 401(k) know-how: What’s dollar cost averaging?
Dollar cost averaging may help people manage the ups and downs of financial markets, and it’s an inherent part of 401(k) plans. Learn how dollar cost averaging works.
Read more -
What happens when there’s a mistake in your 401(k) plan? Overview of the IRS correction program
Correcting plan errors as soon as they’re discovered can help avoid costly sanctions and negative tax consequences. Learn about the IRS correction program and key steps for fixing plan errors.
Read more -
What causes people to retire early—and how to stay prepared
If you had to retire earlier than planned, would you be financially ready? Let’s look at the factors that lead to unplanned early retirement, and steps that can help ensure that if you’re suddenly forced to stop working full time, you’ll have the ongoing cash flow you’ll need.
Read more -
How to sell your retirement plan advisory business
You’ve built a successful advisory business, and now you’re thinking of retiring. Are you thinking of selling your advisory practice? You need to know the steps necessary to properly position your practice years before it’s time to sell.
Read more -
Is your child considering trade school? Tap into your 529
If your child is considering educational opportunities outside of the traditional college degree, you may be able to use tax-free distributions from your 529 account to pay for your student’s qualified educational expenses.
Read more -
Managing your money in your 30s—how to plan for today and tomorrow
As you reach your 30s, managing your money gets more complicated, while priorities may begin shifting from student loans and rent to a mortgage and saving for retirement. Here are two views and timely tips that can help make things easier.
Read more -
Why financial advisor diversity makes good business sense
Fresh perspectives, new markets, and succession plans. Learn how diversity and inclusion in the workplace can help your practice grow and thrive for years to come.
Read more
-
Four tips to help your financial recovery from COVID-19
The pandemic has caused more than its fair share of hardworking Americans to be furloughed, laid off, work fewer hours, or take a cut in salary. If you were affected financially by COVID-19, try following these tips for a financial recovery.
Read more -
Two questions to answer when evaluating your Taft-Hartley retirement plan expenses
Taft-Hartley plan sponsors should understand the importance of evaluating how retirement plan expenses are paid.
Read more -
Opportunities from a retiring population of financial services professionals
Over 35% of financial professionals are planning to retire within the next 10 years, and more than a quarter of them don’t have a clear succession plan. We’ll show you how to turn the risk into an opportunity by grooming rookie advisors and creating an attractive workplace for young talent.
Read more
What's your role?
What’s your role?
Please enter the email address you used when registering.
If you have a valid account with us, you will receive an email with instructions to reset your password.
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Please enter the 6-digit code sent to your email. If you have not received a code, you may not have a registered account.
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
Enter your password to login.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Enter the 6-digit code sent to your email
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
account holders
-
Access, analyze and run reports on your Signature plansVisit
-
Detailed reporting and administrative tools for TPA’s Signature block of business - United StatesVisit
-
Detailed reporting and administrative tools for TPA’s Signature block of business - New YorkVisit
-
Access data-drive insight and investment reporting on your open architecture plansVisit
-
Advisor reporting on your Signature plansVisit -
Advisor reporting on your open-architecture plansVisit -
TPA reporting and administrative tools for your Signature plansVisit -
TPA reporting and administrative tools for your Signature New York plansVisit
-
Access to FutureChoice for pre-approved advisorsVisit
Enter your password to login.
To verify your identity, we need to send an authorization code to the email address on file.
Enter the 6-digit code sent to your email
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
Welcome back.
Please try again later.
We need a phone number to keep your account secure. We will send you a code to validate your phone number.
Please enter the email address you used when registering.
If you have a valid account with us, you will receive an email with instructions to reset your password.
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Please enter the 6-digit code sent to your email. If you have not received a code, you may not have a registered account.
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
Enter your password to login.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Enter the 6-digit code sent to your email
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
We have sent an email to {0}. Click the link in the email to finish setting up your dashboard
Please enter the email address you used when registering.
If you have a valid account with us, you will receive an email with instructions to reset your password.
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Please enter the 6-digit code sent to your email. If you have not received a code, you may not have a registered account.
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
Enter your password to login.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code:
Enter the 6-digit code sent to your email
Generate QR code
If you are new and ready to setup the Authenticator App for easier sign in experience next time. If you haven’t already, downloaded the Authenticator App on iOS or Android by scanning a QR code then click on "Set up Authenticator App". Do not close this browser window.
Link account to app
Now, open the Authenticator App and then on your app add account by scanning QR code or manually entering the code below to link your account. QR code expires after 15 minutes.
Enter code from Authenticator App
Do not close browser window. A security code is available in your Authenticator App, as you should have a new account in your App. If you don't have a code to enter, please click "Back" and set up the Authenticator App to get a new code.
- Must be between 9 and 64 characters long
- Must have at least one capital letter
- Must have a number
- Must have a special character
- Cannot contain any characters that repeat more than twice
- New passwords fields must match
Please try again later.
We’re committed to protecting the confidentially of personal information and use security measures and other safeguards designed to keep your personal information safe. Please choose a contact method below to receive a confirmation code: