Consultant Partner Services

Leverage the power of a truly collaborative relationship with a leader in the financial services industry.

Collaborative Approach

Our retirement professionals are ready to dig in and work directly with you and your clients. You'll have complete access to our expert resources, including:

  • Portfolio creation
  • Investment management
  • Research
  • Fiduciary services and compliance
  • Data analysis

Expertise & Advice

We'll help you offer best-in-class services to your clients and support your business with:

  • More than 50 ERISA professionals on staff who have extensive experience in compliance and ERISA issues
  • Compliance support from three on-staff ERISA attorneys averaging more than 25 years of experience
  • Deep expertise and advice in defined contribution, defined benefit, non-qualified and ESOP
  • Full disclosure of all plan and investment fees

Service Team

Our local and credentialed consultants provide you a single point of contact and quick response to your needs. We have:

  • A retention rate of 98% that beats the industry average
  • Low employee turnover to ensure a stable partner relationship


We have customized, employee education solutions delivered by a dedicated, highly trained communication specialist. We provide:

  • Custom and measurable participant communication platforms
  • All communication services within our core offering


Our open architecture retirement platform includes access to more than 10,000 mutual funds with no proprietary fund requirements. Our investment services include:

  • Support of custom risk and age-based model portfolios
  • Monitoring of fund performance, risk factors and manager turnover

Get Assistance

By Phone

Call a Retirement Specialist at 800-866-2288.
For existing retirement accounts, call 800-228-8076.

By Email

For sales inquiries, plan sponsors can send us a message.