It’s revolutionary. It’s exciting. It’s time to move ahead with the next generation of retirement services.
As an advisor or employer you now have access to a revolutionary new retirement solution that features:
Individually-tailored investment management for every participant
Fees and mutual fund revenue sharing by participant
The lowest total cost solution in the industry
Investment guidance is completely transformed with this new technology, giving advisors the tools to provide individually-tailored investment management to each participant.
Now you can provide exactly what participants are receiving in revenue-sharing arrangements and use that to offset fees.
In addition, you can also provide multiple levels of investment advice to participants, including access to an optional nationwide network of certified personal advisors. Advisors can choose from tens-of-thousands of mutual funds and ETFs when setting up a plan’s core investment options.
All this and saving you money as the lowest total cost solution in the industry for any size plan.