Partner Resource Center

Retirement Alliance is firmly committed to serving Plan Sponsors and Participants by strategically partnering with the intermediary distribution channel.

Our Partners are comprised of investment advisors, third party administrators (TPAs), financial advisors, benefits consultants, bank trust departments, CPAs, ERISA attorneys, payroll providers and other “centers of influence” who are involved in serving the retirement plan market.

Custodial Links

Retirement Alliance has relationships with and maintains seamless electronic links to some of the largest investment custodians in the country.

• Charles Schwab & Company
       Schwab Retirement Center Login
• Fidelity Investments
       Fidelity Advisor CHANNEL® Login
• Matrix Financial Solutions
       Matrix Customer Login
• TD AMERITRADE
       TD AMERITRADE Trust Company Client Access Site Login
• Wilmington Trust Company
     Wilmington Trust Company Partnersite Login

 

By offering our Partners and clients a wide array of custodial partners, we deliver complete investment flexibility with a broad array of investment choices, web-based tools and technologies, and asset protection backed by the reputation of an established financial leader.

Through these leading custodians, our Partners and clients benefit from complete investment flexibility—empowering them to draw from one of the largest selections of investments available in the market today:

• No-load and load-waived mutual funds
• ETFs
• Collective investment trusts
• Separate accounts
• Self-directed brokerage account solutions

Each of the custodians listed above may provide clearing, custody or other brokerage services. Retirement Alliance, Inc. is an independent company, unaffiliated with any of the custodians listed above. There is no form of legal partnership, agency affiliation or similar relationship between Retirement Alliance, Inc. and any of the custodians listed above, nor is such a relationship created or implied by the information herein. None of the custodians listed above has been involved with the preparation of the content supplied in the Retirement Alliance, Inc. site nor do they guarantee or assume any responsibility for the content herein.