Resources Overview Below are resources and tools available to help you stay current with market news and to better understand the products and services we offer. Glossary of TermsA list of terms and definitions that you might encounter when working with us to plan your financial future. Market InsightsA collection of frequently-updated newsletters to keep you up-to-date on current market trends. Retirement Plan ToolsA set of considerations to help you determine an effective retirement plan for your employees. Tax ResourcesForms, documents, important dates, and other resources to help you manage your taxes. Worksite Financial SolutionsA set of solution offerings for you to help your employees reach their retirement goals.