155,500+
Retirement plans served, with a focus on helping Americans save for the future
1st
Independent recordkeeper to offer a scalable, fee-based solution for financial professionals
$275+ billion
in retirement assets under administration
As of 06/30/2023
As an independent firm, we offer the freedom to design the retirement program that will work for each unique organization and its employees—today, and as the business evolves and grows. From full flexibility that maximizes choice, to a streamlined offering that's quick and easy to implement, your clients can build their plan, their way.
Select the plan type, services, and investments that best suit your client’s business and employees.
Get simple, transparent pricing with no ties to investment choices and no surprises—ever.
Rely on our deep experience to help you, your clients, and their employees optimize every aspect of the plan—and its outcomes.
Whether you’re a 401(k) specialist or manage a 401(k) plan as part of your client's overall portfolio, we’ve got ideas and resources to help you grow and manage your practice.
Your expertise in retirement plans is worthy of recognition—and rewards. Our Elite Advisor program delivers an enhanced level of attention and service to help your retirement practice grow and thrive.
Let’s help more savers save more. Our broad range of tax-advantaged retirement plans delivers unparalleled choice and value to employers of every type and size.
Ancillary business and referrals
Boost in client base
Fast growing business sector
Increased retirement assets
