Dedicated Service Model

From the very beginning of each and every client engagement, Retirement Alliance provides extensive and personalized support and guidance to Partners and Plan Sponsors—delivered through a dedicated service representative (Retirement Plan Specialist) who functions as the single point of accountability in each client engagement. Through this single point of contact, clients are able to access the expertise and consultation to design, implement and support plans that are customized to the unique needs and specific situations of our clients.

When a Plan begins the on-boarding process, a dedicated Conversion Specialist is assigned. Their role is to manage and direct the conversion process throughout the Plan’s transition to Retirement Alliance. In addition to performing the specific tasks and activities that are required in the achievement of the required milestones and events that comprise any plan conversion, the Conversion Specialist ensures that the Plan Sponsor understands the conversion process, and is kept up to date regarding the status and achievement of these essential milestones and events.