Plan Advisors

We have external and internal dedicated sales resources specializing in our Retirement Benefits Integrator approach. We take the time to understand your practice, so we fit seamlessly into your sales process.

Our knowledge of Qualified Plan Design, Employee Benefits, Recordkeeping Platforms and compliance compliments what you do, so you can focus on what you do best.

We complete the platform provider paperwork using the fund selection, mapping strategy and compensation structure that you and your client decide on.

We keep you in the loop every step of the way, reinforcing your value.

Compliance with regulations is continually at the top of Plan Sponsor concerns; that is a main focus of ours.

To help us understand your practice, please complete the following information. You will receive an email from us within 24 hours to schedule a phone call and log in information to access our Sales Ideas, tools and training.

Plan Advisors Information Form

Plan Advisors Information Form

Please tell us a little about yourself.

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