How We Support Advisors
Deliver greater value to business-owner clients, stay ahead of key retirement industry trends, and unlock new opportunities to grow your practice.
From delivering client services to expanding your firm’s capabilities, we provide the strategies, tools, and expertise you need to thrive in a complex retirement landscape.
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How We Partner with Advisors
We understand the challenges retirement plan advisors face when seeking new business and growing their practice. We come alongside you to help uncover untapped opportunities and implement high-impact retirement strategies.
We believe there are significant opportunities in the Defined Benefit space to help you differentiate your practice, increase AUM, and deliver meaningful value to business-owner clients. Below are several key areas where we support advisors.
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Gain deeper visibility into the retirement landscape with access to our comprehensive retirement plan database. O3 Edge enables you to identify and diagnose client opportunities using robust, proprietary tools and data. Assess plan design trends, evaluate de-risking opportunities, explore cash balance solutions, and improve underperforming DC plans — all with precision and efficiency.
We work with leading advisors to uncover untapped opportunities and align tailored retirement solutions with each client’s specific goals — whether expanding within a niche or strengthening existing service offerings.
Stay sharp and stay ahead with live webinars, CE-credit sessions, client-ready resources, and one-on-one consultations designed to help you master complex topics with clarity and confidence.
Help clients reduce tax exposure, increase retirement savings, and retain key talent. Our custom-designed cash balance plans integrate seamlessly with 401(k)s and align with each client’s financial and business objectives.
With approximately $150 billion in PRT transactions over the last three years, we guide clients through retiree lift-outs, full plan terminations, and defined benefit de-risking strategies — delivering precision, compliance, and fiduciary discipline at every stage.
We continuously monitor legislation, funding trends, litigation, and market forces shaping the retirement landscape — providing actionable insights to keep you and your clients compliant, efficient, and future-ready.
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