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.

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

• 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
• Flexible “single point of contact” dedicated service model
• Leading-edge daily valuation recordkeeping technology that can be customized and/or branded
• 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)

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.