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Retirement Plans

Increase plan sales. 

You are racking your brain and your budget searching for new ways to increase retirement plan sales. Resources gives you renewed energy, ideas and credibility to get you in the room with retirement plan prospects.

Through collaboration with advisors around the country specializing in different market segments, we can help to expand the types of plans you are able to advise and service.  Additionally, through aggregated pricing we can get small businesses the competitively priced benefits they need.

We can also help you…

  • Create lasting, researched based value for employers through innovative programs such as Financial Elements
  • Stay up-to-date with industry trends and changing regulations
  • Create better retirement outcomes for clients by collaborating with a team of industry professionals
  • Build more effective sales decks, proposals and participant education materials
  • Offer plan participants personalized portfolios inside the plan and automated portfolio management outside the plan without minimums

Shared Capabilities:

  • Quarterly private- labeled newsletters
  • Investment management – 3(38)
  • Preferred investment list
  • Due diligence write-ups
  • RFP support
  • Quarterly calls with Portfolio Management Team
  • Fee benchmarking
  • Investment monitoring tools

We have Resources.

Let us know how we can work together to reach your goals.