Retirement Plan Services for 3rd Party Administrators

About Us

We partner with Advisory Firms and Third Party Administrators from across the country, helping them to serve their clients by acting as:

  • Recordkeeper
  • TPA Partner
  • Advisor Partner
  • Independent Fiduciary

Get Retirement Planning Solutions for Third Party Administrators Today

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What We Offer


  • Low Cost Platform
  • Daily Recordkeeping
  • 24/7 Online Account Information for Participants, Plan Sponsors and Advisors
  • Rapid Posting of all Participant Contributions and Transactions
  • Co-Branded Proposals
  • Detailed Plan Reports
  • Full Fee Disclosure
  • Elite Customer Service Team
  • A True Open-Architecture, Conflict-Free Platform of Over 25,000 Funds to Choose From
Request to Become a Partner

Resource Center

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Account Access