Content Development
Successful communication with your customers and staff is a critical ingredient for the success of your business.
With retirement plans, a successful communications program involves explaining the rules and regulations, as well as the features and benefits in a simple format; so that they can be understood by any individual, including those who do not practice in the retirement plans field. Our articles not only satisfy this need, but they help your customers understand why they need to have financial professionals manage their retirement assets and retirement-planning needs.
Choose from our available list of articles, or have us prepare content customized according to your specifications.
Content from Retirementdictionary.com available for licensing
Content Editing
Edits and Updates for Your Website and Other Material
The retirement plans content for your website and your other resources on retirement plans must be updated at least once per year, so as to remain current with annual changes made by the IRS, as well as regulatory and legislative changes. This includes changes to contribution limits, compensation caps, and dollar limitations. If you would like us to update your content, submit your request early, and we will work with your webmaster to make the required changes on a timely basis. If you prefer, you may provide us with access to your website, so that we can make the changes.
Updates for the coming year can be made after the new limits for the year have been issued, which is usually by October.
Editing Books and Articles
Much of the credibility of your books and articles rely on the accuracy with which the material is presented. We can help you to achieve such credibility by ensuring your material is technically sound.
Appleby Retirement Consulting offers editing services for books and articles on retirement plans and retirement planning.
Our editing services include the following:
- Technical Editing, where we check to make sure your facts and figures are accurate. For instance, whether you have the right dollar amount for contributions, and the right dates for deadlines.
- Full Editing, where we provide technical editing, as well as editing for style and grammar
