Benefit your member organizations with timely, accurate, and responsive retirement plan services through an Registered Investment Advisor (RIA) platform. The Association/Cooperative may receive recurring non-dues revenue for groups that join, while also providing a valuable and discounted service to your members. Plan designs include fee transparency, professionally managed portfolios, screening processes for fund lineups, and low cost fee structures. Each plan is unique to each of your member organizations. Whether or not you have a current plan, or are looking into establishing a new plan, we are here to guide you through your options.
By: Liz Lechleitner Published: Friday, September 11, 2020 Share: Print: Subscribe