Whether operating as a 3(21) or 3(38) fiduciary, Investment Advisors espouse “true” open fund architecture and full-fee transparency over artificially imposed proprietary requirements and fee obfuscation that is too often found in the industry.

At Retirement Alliance, we have strategically designed our service model and offerings to buttress these value propositions by combining a “true” open investment architecture solution in a non-proprietary investment environment.

With a cultural commitment to providing full fee transparency, we are a sales-oriented firm that aggressively competes and wins business in our target market.

Retirement Alliance provides the expertise to complement the services and strengths of our Investment Advisor Partners 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
• “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

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.