A partnership built to support your business.
Our advisor partners rely on us to meet their clients’ retirement and tax planning needs. With decades of experience, our associates can explain, design and manage the complex world of retirement plans – freeing you to focus on the investments. We can partner with leading recordkeepers or you can leverage our open architecture solution1, letting you offer virtually any investment product. In every advisor relationship, we bring deep industry knowledge, technology-based efficiencies, and a business philosophy designed to help advisors run their business smoothly and effectively.
1Offered through our partnership alliance with Group RHI.
PPA Advisor Support includes:
- RFP Collaboration
- Client Meetings
- Plan Enrollment
- Recordkeeping and Plan Administration
- Continuing Education Seminars and Training
We partner with over a dozen leading recordkeepers to ensure the most suitable and most competitively priced platform for your company. Those recordkeepers include:
- John Hancock
- American Funds
- The Standard
- Lincoln Financial
- The Principal
- TRowe Price