Why Advisors Like You Choose Alliance

Apr 12, 2023 | Articles

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Get Your Copy of 4 Powerful Ways an Independent Recordkeeper Transforms Your Retirement Plan Experience

Your clients understand the value of providing retirement benefits to their employees, but they want more than just a standard 401(k) plan. They want a plan that is tailored to their specific needs and goals, one that offers flexibility and cost efficiency while maximizing tax-advantaged savings opportunities.

Choosing the right partner to offer these plans can be a challenge for financial advisors. Some companies offer retirement plan products as part of their larger financial services lineup, but these plans may not be optimized for your client’s unique situation. Independent recordkeepers, on the other hand, specialize in collaborating with financial and tax advisors to design and operate customized retirement plans that meet their clients’ needs.

By working with an independent recordkeeper, you can provide your clients with four key benefits that will help grow your retirement plan practice.

  • You can work closely with your recordkeeper to design plans that fit your clientsspecific goals and needs.
  • Your clients get a wide variety of low-cost investment options rather than limiting clients to single products.
  • Independent recordkeepers provide a premium quality user experience that encourages active employee participation.
  • They offer a cost-effective program that allows you to deliver more value to your clients.

When it comes to retirement planning, one size does not fit all. Financial services companies may offer standardized plans that work best for them, but they may not be optimized for your clients’ needs. An independent recordkeeper can help you design and implement a retirement savings plan that is tailored to your client’s unique situation and goals, providing long-term value to your clients and recurring revenue opportunities for you.


Together, Let’s Start a Plan for Your Clients Today!





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