3(38)s, Record Keepers, & TPAs

Providing your plan advisors with worry free solutions, differentiating value and innovative marketing are probably some of your top objectives.

The Opportunity

Delivering innovative products and services to your plan advisors increases your value proposition and creates stronger relationships. Providing them with simple, easy to implement and hassle free solutions that enhance the participant experience takes it a step further. We can help you deliver more value, help advisors open more doors and simplify their support to plan sponsors and participants.

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The Solution

Bridge the gap. What, when and how much continue to be some of the top questions from plan participants, which can lead to unnecessary participant confusion.

A Compliant Non-Discretionary Solution

A Compliant Non-Discretionary Solution

We do all the heavy lifting and the participant stays in control with personal guidance on a quarterly basis, utilizing DALBAR Certified models, their unique risk profile and options.

With An Innovative Approach & System

With An Innovative Approach & System

Proactive participant engagement with a simplified approach to onboarding, guidance and monitoring via email and text linking them to their personal dashboard.

Through Simple, Turn-Key Technology

Through Simple, Turn-Key Technology

URL or API integrated, scalable, non-competing, white-labeled and participant friendly without all the overhead normally associated.

New Income Stream & Greater Value

Expanding Your Relationships

Generating new, strengthening existing and helping to bridge the gap in participant confusion through providing a monetized value solution.

We Help Make 401k
Investing More:

Opportunistic – Separate yourself by delivering differentiating value from day one.
Proactive – Participant guidance and education.
Efficient – URL or API integrated. We do all the heavy lifting.
Simple – From onboarding to staying connected.
Marketing-Centric – Marketing, enrollment and education materials ready to go.
Sustainable – Open more doors.

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We Help Make 401k
Investing Less:

Cumbersome – Can be added to existing or outside of any plan.
Time-Consuming – Helping advisors guide participants continually throughout the year.
Reactive – Help solve participant confusion up front.
Complicated – From implementation to monitoring.
Costly – Simple, low cost, flat fee approach.
Restrictive – Innovative approach solution.

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Standing out and separating ourselves from the competition is dynamic. We are either falling behind or leading the way forward. We want to help you lead the way to expanded and deeper relationships with your plan advisors, plan sponsors and participants with a simple, innovative, proactive approach to engagement.

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Start Your Pipeline of New Business – Today.

We bring a whole new way to connect to clients. We’d love to walk you through how our product works as well as fill you in on our pricing.

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