Reference Library

The Reference Library is full of resources that may provide you information about general investing topics, retirement plans and planning, or otherwise equip you to better serve your clients. Industry links include industry organizations, retirement plan market media sites, advocacy groups and other useful websites for an advisor working in the retirement market.

Educational Resources

Plan Contribution Limits
Download a chart listing the annual contribution limits for retirement savings accounts for 2018, as established by the Internal Revenue Service.
Annual Plan Check-up
A worksheet to help guide plan sponsors through an annual plan review to make sure their plan is operating in compliance and providing strong, valued employee savings benefits.
Strategies for Maximizing Retirement Savings
This article explores three different types of employee contributions that can be included in a 401(k) plan and illustrates how each contribution type aligns with different retirement savings objectives.
Plan Leakage Check-up
A worksheet to help assess the impact of a plan’s current loan and hardship distribution features, as well as a checklist of some action steps that may help reduce plan leakage.
Plan Design Strategies for Success
This white paper shows how effective plan design benchmarking support can be a powerful tool in attracting and retaining retirement plan clients.
Plan Design Tool – User Guide
This guide helps you make plan design support, including benchmarking services with Virtus' Plan Design Tool, a cornerstone of your retirement plan practice.
Focus on Plan Fees and Benchmarking
This white paper helps financial advisors understand the importance of fee benchmarking, a critical service that helps plan sponsor clients fulfill their ERISA fiduciary responsibilities and differentiate themselves.
Fee Comparison Tool – User Guide
This user guide walks financial advisors through the simple data entry elements of the tool, provides practice pointers to help financial advisors understand the impact of the benchmarking results and identifies how the advisor can best support plans.

Industry Resources

Below are links to industry organizations, retirement plan market media sites, advocacy groups and other useful websites for an advisor working in the retirement market. Resources are mostly free of charge and open to the general public, while they have been chosen because of quality of content and relevance, they are not endorsed by Virtus Investment Partners and may not necessarily reflect the views of Virtus Investment Partners.

Free Erisa

Provides free access to all form 5500s filed with the Department of Labor over the past two years.

Larkspur Data

Offers a searchable database of qualified plans. Contact Virtus' Retirement Specialists for help using this tool.

Investment Company Institute

The Investment Company Institute (ICI) is the national association of U.S. investment companies.

Fiduciary Benchmarks

Provides plan benchmarking services.

CFA Institute

The CFA Institute is the global, not-for-profit association of investment professionals that awards the CFA and CIPM designations.


An independent provider of 401k ratings.


The Investment Management Consultants Association (IMCA) delivers investment consulting and wealth management credentials and educational offerings.


The Employee Benefit Research Institute (EBRI) encourages sound employee benefit programs and sound public policy.

Plan Sponsor

Plan Sponsor Magazine is an online resource providing coverage of the US pension industry to plan sponsors and advisors.


Offers investment fiduciary education, practice management tools, and resources for fiduciaries and those who provide services to fiduciaries.

Plan Adviser is an online resource for advisers and consultants in the retirement plan market.


The American Society of Pension Professionals & Actuaries (ASPPA) is a national organization of retirement plan and benefits professionals.


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