We understand taking your role seriously as a professional retirement plan advisor. There is a lot of time, effort and resources that go into a retirement plan relationship. With over forty years of experience, we know the industry and have the expertise to be a strong and reliable partner.
Trustee and Fiduciary Services
Depending on plan sponsor needs, we can serve as a discretionary or directed trustee, as well as an ERISA §3(38) investment fiduciary over all or a portion of your investment menu. We also offer ERISA §3(16) services for certain administrative functions.
We are committed to providing an unbiased investment menu that gives your clients confidence they’re getting access to high-quality funds. Our open architecture approach offers over 25,000 mutual funds, CITs, and ETFs as investment options. We can also include Target Date Retirement Funds, professionally managed asset allocation models, and Self-Directed Brokerage Accounts for certain retirement plans.
Custom Plan Design
Unlike many of our competitors, we do not have a standard, one-plan-fits-all design. We work with you to develop specific plan provisions, customized to meet employer and employee needs. We have the technological capability to offer automatic plan features and web functionality to make life easier for your plan sponsors.
Our Relationship Managers and Retirement Specialists are purposely limited in the number of plans they can service to ensure attention is personal, individualized, and knowledgeable.
Connect with a Retirement Plan Services Professional to get started.