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.

At Retirement Alliance, we provide the expertise to complement the services and strengths of our Investment Advisor Partners in the following ways:

• Thousands of load-waived brand-name mutual funds  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
• “Single point of contact” dedicated service model
• Leading-edge daily valuation recordkeeping technology that can be customized and/or  branded at the Advisor 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
• “Single point of contact” TPA-level Relationship Manager wrapped around Plan-level dedicated service model

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.