RETIREMENT SOLUTIONS
RETIREMENT PRACTICE CONSULTING TEAM
Retirement Practice Consultants help you build a retirement plans business. Using a customized, systematic approach, they provide:
- Retirement plan practice development and best practices
- One-on-one consultations regarding provider
- capabilities and service offerings
- Guided Retirement Solutions support
- Regulatory updates
- Extensive retirement plan product knowledge
RETIREMENT PLAN SPECIALISTS
Retirement Plan Specialists is an ERISA consulting team and affiliated third-party administrator (TPA) available to you. The team provides:
- Complex plan consulting and sales support for various plan types including cash balance plans
- Plan administrative services
- Plan design consulting, including plan illustrations and feasibility studies
- Other consulting services specifically focused on small business retirement plans
- Advisor training materials
- Lead and prospecting resources
- Customizable communications
- Education and materials to help you close business
- Onboarding and client retention resources
- Fiduciary education support
STRATEGIC PARTNERS
Our product partners provide best-in-class, value-added material and support. We have worked diligently to identify and consolidate all of the best resources in the retirement plan industry and make them available to you.