For Advisers

How Will Your Retirement Plan Clients Respond If You Eliminate Or Reduce:

Benefits To Financial Advisers And RIA’s

Does This Program Conflict With The Role Of The Local Adviser?

No! You remain the Registered Investment Adviser or Financial Adviser for your retirement plan client. You continue to manage the relationship and all ancillary business, and are compensated through your preference of fees or commission. You are simply outsourcing many of the traditional fiduciary and regulatory responsibilities to specialized 401k Investment Managers.

Multiple Employer Retirement Plans

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