Consultant Partner Services

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

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

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.