Recordkeeping, third party administration, and investment advice comprise the three legs of the qualified plan stool. Depending on your area of expertise, we can provide a turnkey solution for you to expand your practice by partnering with you to provide any of the following combinations:
1) Recordkeeping and Investment Advice for TPAs
2) Recordkeeping and Third Party Administration for Investment Professionals
3) Recordkeeping alone
These options give you complete flexibility to determine what works best for your client and existing relationships while giving you access to a state-of-the-art platform without the investment, maintenance and liability of an in-house operation. Contact us if you would like to discuss how we can work together to create a strategic alliance to take your practice to the next level!