About Us
We partner with Advisory Firms and Third Party Administrators from across the country, helping them to serve their clients by acting as:
- Recordkeeper
- TPA Partner
- Advisor Partner
- Independent Fiduciary
Get Retirement Planning Solutions for Third Party Administrators Today
What We Offer
Features
- Low Cost Platform
- Daily Recordkeeping
- 24/7 Online Account Information for Participants, Plan Sponsors and Advisors
- Rapid Posting of all Participant Contributions and Transactions
- Co-Branded Proposals
- Detailed Plan Reports
- Full Fee Disclosure
- Elite Customer Service Team
- A True Open-Architecture, Conflict-Free Platform of Over 25,000 Funds to Choose From