Retirement Plan Solutions

We offer a suite of unparalleled resources to help your advisors develop, promote and manage your retirement plan business.

Guided Retirement Solutions

A GATEWAY TO GROWING YOUR RETIREMENT PLAN BUSINESS


Guided Retirement Solutions (GRS) provides key tools to help your advisors identify retirement plan opportunities and grow their practice. Whether they are new to retirement plans or have years of experience, this online resource offers the latest industry insights and best practices, along with strategies to get started in this trillion-dollar marketplace. Our third-party content offers best-in-class resources from our Retirement Strategic Partners.

Guided Retirement Solutions provides all the information needed to support employer-sponsored retirement plans for your business clients in five steps:

Affiliated Advisors Can Access GRS Here

A GATEWAY TO GROWING YOUR RETIREMENT PLAN BUSINESS


Guided Retirement Solutions (GRS) provides key tools to help your advisors identify retirement plan opportunities and grow their practice. Whether they are new to retirement plans or have years of experience, this online resource offers the latest industry insights and best practices, along with strategies to get started in this trillion-dollar marketplace. Our third-party content offers best-in-class resources from our Retirement Strategic Partners.

Guided Retirement Solutions provides all the information you need to support employer-sponsored retirement plans for your business clients in five steps:

Advisor Training

Everything needed to know about retirement plans and the industry to get started.

Prospecting

Materials to help prospect for new retirement plan accounts, including tip ideas and marketing pieces.

Closing

Retirement plan proposal and presentation materials to help win the business.

Onboarding

Items needed to onboard a new client, including communication guidelines.

Client Service & Retention

Resources for maintaining client relationships, including instructions for presenting employee enrollment seminars.

Plan Advice and Consulting Program

yOUR Fee-based Advisory Program offering ERISA 3(21) Fiduciary and Consulting Services


Cetera Retirement Plan Solutions enables qualified investment advisor representatives (IARs) to provide fee-based advisory and/or consulting services to Plan Sponsor clients who have their retirement plan assets held directly with outside recordkeeping platforms. Services under this program can include ERISA 3(21) investment advice, plan optimization consulting and participant education services. To support advisors in managing their retirement plan business and delivering advisory services, we also make available the Envestnet Retirement Solutions tool.

Retirement Practice Consultants

Your team of professionals dedicated to helping grow your retirement plan business



Our in-house team of Retirement Practice Consultants has the expertise and resources to help build and retain your retirement plan business.



Contact us at 844.881.PLAN (7526) or retirementplans@cetera.com to learn more about how we can provide the following:


Best practices for retirement plan business growth

One-on-one consultations on provider selection

Industry benchmarking

Regulatory updates

Retirement Plan Specialists

Your ERISA Consulting Team and Affiliated Third-Party-Administrator (TPA)


Cetera Retirement Plan Specialists assists advisors in providing innovative retirement solutions to their clients. Specializing in advanced plan design and administration, we provide a full menu of defined contribution and defined benefit plans, including traditional and Roth IRAs, 401(k) plans, and profit-sharing plans. In addition to standalone retirement plans, the team specializes in crafting customized retirement solutions with advisors that can be integrated into a comprehensive wealth management offering for each individual client. No matter the type of plan your client needs, we work with you every step of the way, from discovery, to point of sale, to ongoing plan maintenance.

Visit the Retirement Plan Specialists Website