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.

In the Full Service Administration “turnkey” model, Retirement Alliance delivers all daily valuation Participant recordkeeping as well as Plan administration services. Alternatively, our RKO service model allows CPA firms with the resources to provide Plan design, document, testing and annual IRS Form 5500 preparation and/or filing services on Retirement Alliance’s trading and Participant recordkeeping services and technology.

We are happy to co-brand and/or private-label our services in either arrangement.

Retirement Alliance provides the expertise to complement the services and strengths of our CPA Partners in the following ways:

•  “Single point of contact” CPA-level Relationship Manager wrapped around Plan-level dedicated service model
• Thousands of no-load and load-waived brand-name mutual funds, ETFs, collective investment trusts and separate accounts leveraging multiple custodial platforms with some of the largest and most well-known firms in the business
• All qualified Plan types: Defined Benefit (including Cash Balance) and Defined Contribution Plans
• Competitive value-based pricing philosophy
• Leading-edge daily valuation recordkeeping technology that can be customized and/or branded at the CPA and/or Sponsor level
• Recognized industry-leading multi-media Participant education and communication module
• Optional co-fiduciary Participant-level embedded advice offering (provided through Fiduciary Consulting Group, LLC—a CEFEX-certified Fiduciary Advisor as defined in the Pension Protection Act of 2006)
• Availability of collateral co-branding and/or private-labeling

Retirement Alliance offers a highly flexible and very robust retirement Plan solution and consistently delivers a validated white-glove service to Advisors, Sponsors and Participants.