Choose turnkey simplicity, or collaborative support
A solid retirement plan is one of the most popular offerings an employer or advisor can provide, and we make it easy. Whether you're just starting or already offer plans, Cetera Workplace & Retirement has a path to new growth opportunities.
If You Offer Few or No Plans
Let us do it all for you
Offer plans quickly and efficiently with our turnkey solution, Cetera Retire. Tell us what your business-owner clients need, and our specialists do the rest: proposal, plan setup and administration, compliance, and participant engagement.
We enable scale and growth across the retirement plan market. You can delegate administration to Cetera TPA, transfer fiduciary oversight duties such as 3(38) Fiduciary investment management or engage our Retirement Consulting Team to solve specific challenges cost-effectively.
With 20,000 retirement plans under management*, our team has four decades of experience serving advisors, plan sponsors, and participants nationwide. We make it easy to begin or expand, freeing you to grow your client relationships.
Talk with us today
Connect with our Business Development team to discover how Cetera can empower your success.
