Plan Consulting Services
For complex plan or practice management needs, we can offer specialized advice for anything from fee-based models and financial wellness to integrated technology solutions.
3(38) Fiduciary Management
Powered by Cetera Investment Management, outsource fiduciary risk and responsibility with our in-house 3(38) that includes monitoring, removal, replacement notifications and quarterly reporting.
Cetera TPA
Turn to Cetera TPA for customized plan design, simplified administration that meets legal and regulatory standards, compliance testing, and ERISA consulting.
Solo(k) Plans
Enable greater retirement and tax savings for self-employed individuals, while offering the greatest flexibility in funding and a full range of investment options.
Solo(cb) Plans
A one-participant pension plan for self-employed individuals, affording the opportunity to take advantage of retirement and tax limits which may not be accessible in another retirement plan.
Easy(k) Plans
Whether as a start-up 401(k) plan or a replacement for a SIMPLE or a SEP IRA, our Easy(k) plan gives businesses with up to 100 employees an easy-to-operate, turnkey 401(k) plan with the benefits of professional money management.
Custom(k) Plans
Comprehensive 401(k) plans utilizing top turnkey investment providers, including open architecture solutions, without compromising flexibility in funding or agility.
Defined Benefit Plans
For businesses looking to go beyond the limits of a 401(k) plan, our Defined Benefit Plan can allow additional retirement savings of up to $1–2 million.
Cash Balance Plans
Ideal for multiple business owners interested in larger tax deductions and accelerated retirement savings, allowing owners with divergent savings objectives to meet their individual goals.
Plan Investment Technology
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