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TESTIMONIAL # 1

“It’s been great. Never any problems and the content of the newsletter is good. The Advent newsletter gives us constant communication with our clients, as well as making us look more professional. We have several clients that tell us they look forward to receiving the newsletter every month.”

Janelle Ehrman
Ehrman & Associates

TESTIMONIAL # 2

"Each month we get requests for the newsletter from visitors to our web site that have read the Newsletter Teasers.”

Lisa
RAI

TESTIMONIAL # 3

“The Advent newsletter product is good. You provide helpful information and the service is excellent. It keeps our clients more aware and current in the Health Insurance business.”

Ishbel
JP Bennett & Company

TESTIMONIAL # 4

“We receive the Advent newsletter every month and we are very pleased. We use the newsletter to reach out to existng clients as well as prospects. The newsletter gives us talking points.”

Jenny
Northwestern Mutual / SEBS

Retirement Plan Developments

RPD-02-2010-175x226-JPGWith a focus on retirement plans for smaller businesses, this 4-page newsletter is designed to show the owner of a small, successful business the need for a qualified retirement plan.

From time-to-time, an edition may focus on:

  • Recent Legislation
  • Regulatory Developments Impacting Qualified Plans
  • Employer Trends

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APRIL 2009 ARTICLES

  • Three Out of Five Employers Maintain 401(k) Match Despite Economic Crisis
  • President’s Budget Includes Automatic IRA Proposal And Expansion Of Saver’s Credit For 401(k)/IRA Savings
  • Over a Third of 401(k) Participants Able to Invest in Target-Date Funds Are Using Them; Growth Likely

MARCH 2009 ARTICLES

  • Analysis Estimates Impact of Market Losses on 401(k) Account Balances
  • Workers Will Need to Save More or Work Longer To Recover 401(k) Savings Lost During the Financial Downturn

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