A Validated "White Glove" Solution

By combining extensive industry experience with leading-edge daily valuation recordkeeping and employee communications technologies, we strive to deliver “white glove” service to the Plan Sponsors, Partners and Plan Participants who we support each and every day, in every interaction.

Retirement Alliance defines “white glove” service as providing a highly personalized and positive service experience to Plan Sponsors, Partners and Plan Participants we support with meticulous attention to detail. This emphasis on client service has been recently affirmed by both an independently administered internal Client Satisfaction Survey, in which over 86% of our clients expressed high levels of satisfaction with our relationship; and our showing in the 2010 PLANSPONSOR Magazine Defined Contribution Survey, in which Retirement Alliance scored in the top quartile for overall sponsor services in our category.

In fact, more than 98% of Retirement Alliance clients who participated in the survey stated they would be “likely” to recommend the firm to other employers (nearly 88% of which shared that they would be “extremely likely” to do so.

Only one of the 45 providers who participated in this year’s PLANSPONSOR Defined Contribution Survey earned a higher percentage of clients who would be “extremely likely to recommend” their vendor.

Specifically, Retirement Alliance earned “Best in Class” honors in the areas of:

• Staff consistency
• Service team responsiveness
• Account team knowledge
• Legislative and regulatory updates
• Compliance support and testing
• Form 5500 processing