Our Partners

Retirement Alliance offers a “Record Keeping Only” (RKO) service model that has been specifically designed for use with Third Party Administrators who have made the strategic decision to forego the costs of software, hardware, labor, and on-going expenses—not to mention the additional financial exposure associated with providing daily valuation recordkeeping services “in-house.”

In this service model, we provide trading and Participant recordkeeping services and technology while relying upon the pension consulting expertise of the TPA for Plan design, document, testing and annual IRS Form 5500 preparation and filing services.

Retirement Alliance provides Financial Advisors with an attractive alternative to the restrictive group annuity contract and proprietary mutual fund-based products that have historically been the only available options.

We combine an open investment architecture solution in a non-proprietary investment environment with a cultural commitment to providing full fee transparency—12b-1 fees can be paid directly to the Financial Advisor’s broker-dealer from the mutual funds in the Plan. We are a sales-oriented firm that aggressively competes and wins business in our target market.

Recommendations arising out of the independent, objective and unbiased analyses performed by benefits consulting firms can be readily implemented through the flexible service model and offerings of Retirement Alliance.

Our “true” open investment architecture solution, non-proprietary environment, full fee transparency and validated white glove service model offer an ideal platform for the unencumbered implementation of the recommendations developed by Benefits Consultants.

Retirement Alliance offers both a “Full Service Administration” (Full Service) and a “Record Keeping Only” (RKO) service model that is ideal for use by Banks and Bank Trust Departments that have made the strategic decision to compete in the qualified retirement Plan business but outsource the recordkeeping and/or administration functions.

Our flexibility in tailoring our service model to meet unique needs of Banks and Bank Trust Departments makes Retirement Alliance a natural “fit” for this community.

Retirement Alliance offers both a “Full Service Administration” (Full Service) and a “Record Keeping Only” (RKO) service model that is ideal for use by CPA firms that have made the strategic decision to compete in the qualified retirement Plan business but outsource the recordkeeping and/or administration functions.

Our flexibility in tailoring our service model to meet unique needs of CPA firms makes Retirement Alliance a natural “fit” for this community.

Legal recommendations arising out of the independent, objective and unbiased analyses performed by ERISA Attorneys can be readily implemented through the flexible service model and offerings of Retirement Alliance.

Our operational flexibility, “true” open investment architecture solution, non-proprietary environment, full fee transparency and validated white glove service model offer an ideal platform for the unencumbered implementation of the recommendations developed by ERISA Attorneys.