Deepen Client Relationships
Technology, regulations and competition are changing the landscape of investing, making client relationships more important than ever. Explore these resources to find helpful tools and advice on how to deepen your relationships with clients and differentiate yourself from your competitors.
Advisor Q&A Series
Every day, ERISA specialists field questions from advisors like you about how to strengthen client relationships and navigate client challenges.1 Our Advisor Q&A Series is your window into those conversations. Explore a range of topics, each one answering a specific question from your peers.
How can I grow my relationships with my current clients — and bring more assets under management leading up to a liquidity event?
Why plan sponsors should know about the DOL's safe harbor process for selecting a lifetime income provider
Strengthen trust and nurture investor relationships with tools designed to help both you and your clients. Each toolkit offers actionable solutions, helping you demonstrate even more value across each client relationship.
Navigating the complexities of deferred compensation plans
Deferred compensation can be a valuable wealth accumulation and management tool. When it’s used strategically with other workplace compensation and savings programs, and with sources of wealth outside of work, it can play an important role in tax optimization and distribution planning.
Understanding equity compensation plans
Learn the nuances of equity compensation plans and how they play a key role in helping employees build a tax-optimized and risk-mitigated strategy for accumulation and distribution.
Making after-tax 401(k) contributions
Use these tools to help investors determine if they can save more for retirement by putting money beyond their annual salary deferral into their 401(k) plan on an after-tax basis.
1The Resource 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.