401k Advisor Partnerships
Expand your reach, strengthen client relationships, and streamline plan management through our 401k advisor partnerships built around advanced technology, white-label tools, and MEP fiduciary protection.
401k Advisor Partnerships
Partner With Us To Scale Your Retirement Plan Business
We recognize there is only so much time in a day. Managing a 401k plan, helping employees focus, plan, and optimize their retirement planning, can be quite time-consuming. At Retail401k we're here to help through 401k plan advisor partnerships that work. We provide you with technology and support to help you scale your retirement plan business while leveraging multiple employer plan advantages that benefit your clients. Our pooled employer plan benefits include streamlined administration and MEP fiduciary protection, making 401k plan transition to MEP seamless for your book of business—helping more participants in the process.
Your Branded Client Portal That Does The Heavy Lifting
Everything in one place, education explainer video for 401k plan features, misc videos covering various considerations like, Roth vs Pre-Tax contributions, Rollovers, Benefits of Tax Deferral, etc. You also have the option to build a custom introductory video or other message to plan participants. Also, link to the plan recordkeeping website, plan administration contact, and a repository of plan related documents including enrollment kits, guides, and regulatory notices. All of this and featuring you as their trusted advisor through our 401k plan advisor partnerships that showcase multiple employer plan advantages to your clients.
