Retirement Alliance offers a flexible turnkey “Full Service Administration” (Full Service) solution that is ideal for use with and by Payroll vendors that seek to cross-sell services to augment their offering and increase retention among payroll clients. Payroll Providers can benefit from the Retirement Alliance business model that focuses on the networks of financial and administrative Intermediaries for distribution.

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

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

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

• “Single point of contact” Payroll-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
• Flexible “single point of contact” dedicated service model
• Leading-edge daily valuation recordkeeping technology that can be customized and/or  branded at the Payroll Company 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.