We partner with our financial advisors to provide the resources and technical knowledge to assist with winning the business of plan sponsors and servicing them as a team. Our firm provides assistance in these key areas:

  • No Cost Plan Projections: If you can provide the census data of your client’s workforce, we can provide the plan design modeling showing benefits and costs for an impactful presentation.
  • Assistance with Prospecting: We have the ability to provide data on your potential client’s retirement plan regarding their current fees and plan design to assist you with the benchmarking of the retirement plan.
  • Plan Review: If you can provide the last valuation including testing and current plan document, we can provide an in depth analysis of all components of the retirement plan.

Our goal is to assist you in winning the sale and then providing ongoing service of our mutual clients.