Advisor Support Services
How we partner with Advisors
We understand the challenges retirement plan advisors face when looking for new business and growing their practice. We come along side you as a retirement plan advisor to help you find new opportunites. We believe there are numerous opportunities in the DB space that we can help you win leading to more AUM and a way to differentiate yourself. A few of those areas are highligted below.
Cash Balance Plans
+Cash Balance plans are a great way for owners and high earning individuals to increase their wealth. As the national leaders in Market Return Cash Balance plan design, we partner with you to bring your clients the best plan design available. We service all size plans even down to 1 participant.
Retirement Plan Prospecting
+Made for retirement plan advisors, O3 Edge is an intuitive prospecting solution that helps you grow your practice. We partner with you to identify the best opportunities to grow your practice. Our O3 Edge technology will help save you hours of manual work of sifting through form 5500. With access to all the information you need at your fingertips, you’ll be better equipped to identify the right opportunities.
Pension Risk Transfer
+Help your clients navigate the often confusing process of de-risking their pension plan. Our seasoned professionals negotiate the annuity pricing on your clients’ behalf to maximize savings and deliver a seamless transition. This process ensures they’ll receive the lowest cost available for their annuity purchase. We pride ourselves on transparency and ensure you see your cost up front.
Content Creation and Advisory Services
+Your competitive advantage. Our trusted experts deliver superior thought leadership you need to advise your clients and stay ahead of current events affecting their retirement plans. Keep your clients informed and advance your practice with a curated network of experts and data-driven analytics