Skip to main content

The retirement plan regulatory landscape is continually changing, which presents challenges and opportunities for Advisors serving qualified plans. Through unparalleled investment selection, innovative employee enrollment, account management tools, and back-office solutions, we help Advisors and Plan Sponsors to drive exceptional participant outcomes.

We provide our Investment Advisors and Plan Sponsors with:

  • Advisor Web Portal; a user-friendly interface that enables Advisors  to manage fund menus and model portfolios across multiple  plans simultaneously.
  • iJoin Enrollment Technology; an interactive employee education and enrollment technology that has proven to significantly  increase employee participation rates and contribution levels.
  • Support; Investment Advisors are assigned a dedicated representative to provide ongoing support.
  • Open Architecture Platform; Investment Advisors can help Plan Sponsors custom build an employee retirement savings program and overall service arrangement that meets the objectives of the employer, while best positioning its employees to meet retirement savings goals.

Learn More

Investment Advisory Services