Appleby Retirement Consulting - Subscription to IRA and Employer Plan Resource Center

Please note: This product is discontinued until further notice. We thank you for your interest.

Features and benefits

Your subscription to our IRA and Employer Plan Resource Center  provides you with 24 hour access to a secured database of marketing & educational resources and tools, which are updated as needed. These include:

• Reference guides: This includes quick reference charts, Q&As, and simplified explanations of rules and regulations

• Updates on changes made to the rules and regulations that govern IRA and employer plans

• Copies of IRS rulings, each of which is usually accompanied by a summary of the case/issue/topic and the IRS’ position /ruling

• Sample letters which can be used for marketing purposes

• PowerPoint presentations, which can be customized for your personal use, and

• Periodic updates on topical issues.

Subscribers can download and save the reference materials on their computers for their personal use.

Subscribers are issued usernames and passwords, which can be used to access the database at anytime.

Materials are updated to reflect current rules and regulations.

Subscribers will receive notification via e-mail, when new material is added

We welcome suggestions on how we can enhance the benefits you receive to this service. Please feel free to send us your suggestions, using any of the available means of contact .