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Find what you need — when you need it. Access our top retirement-focused tools, insights and products to help you manage your fiduciary obligations, expand your perspective and grow your practice.
View Mutual Fund products including Target-Date Funds and QDIA-Eligible Funds.
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Explore a range of retirement-focused topics with materials to educate and engage your clients. Log in or register to access locked content.
Reducing taxes through employer stock and net unrealized appreciation strategies
Help clients determine if they should withdraw company stock from their 401(k) plan as part of a potential tax-savings strategy associated with the net unrealized appreciation in the stock.
Pre-Meeting Overview (PDF) | Meeting Worksheet (PDF) | White Paper (PDF)
Maintaining retirement plan documents
Help ensure business owners meet best practices for their workplace retirement plans by updating the plan documents annually to comply with federal laws.
Completing an annual beneficiary audit
Help your clients review annual changes - marriage, birth of a child or grandchild, divorce, remarriage or death of a spouse - to ensure their retirement and investment assets avoid probate and pass to the heirs of choice.
Pre-Meeting Overview (PDF) | Meeting Worksheet (PDF) | White Paper (PDF)
Accumulating Roth IRA assets tax-efficiently
Learn how to determine if a Roth IRA conversion is a good fit for your clients and complete a conversion to a Roth IRA in a tax-efficient manner.
Using a Health Savings Account (HSA) as a retirement vehicle
Help high-net-worth investors who are maximizing contributions in their employer-sponsored retirement plans use an HSA to generate tax-free health care distributions or tax-deferred retirement income.
Our ERISA specialists field questions from retirement specialists every day about how to help clients navigate today’s complexities and regulations.1 Our Advisor Q&A Series is your window into those conversations. Log in or register to access locked content.
Explore collective insights from our thought leaders, portfolio managers and industry experts on better ways to evaluate investments, structure retirement plans and navigate today’s financial landscape.
1Resource Desk is staffed by the Retirement Learning Center, LLC, a third-party industry consultant that is not affiliated with Columbia Threadneedle Investments. Any information provided is for informational purposes only. Please consult a tax advisor or attorney for specific tax or legal needs.
This material is for educational purposes only. It cannot be used for the purposes of avoiding penalties and taxes. Columbia Threadneedle Investments does not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Fi360, PLANSPONSOR, Judy Diamond and Zephyr are not affiliated with Columbia Threadneedle Investments.
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Help your plan sponsors compare their defined contribution plans to similar ones in their industry.
Objectively compare your clients' investments and determine suitability with a custom Fi360 Fiduciary Score® Report of your holdings.
5500 analysis tool provides plan scores in a simple format to determine how well a DC plan is performing relative to their peers.
Access one of the industry's leading performance and risk analysis tools to help ensure you're meeting your fiduciary obligations.
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