Overview

We want to: 1) purchase 401k and 403b clients from other firms, and/or
2) partner with brokers/advisors who want to remain involved with the client as the insurance broker or employees' financial advisor, but outsource fiduciary and service responsibilities for the plan.

We work exclusively with 401k plans, 403b plans, 457 plans, pensions, etc. We are corporate retirement plan consultants and advisors (no wealth management, no insurance, no financial planning, no banking, no brokerage, etc.)!

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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