Overview

Looking to purchase blocks of retirement plan business. We are a specialist 401k/403b advisory firm and do not work with individual accounts. We are looking for advisors who specialize in individual planning for partnerships and or purchase of blocks of 401k business that you don't want to service anymore. Opportunity exists to partner on education and rollovers from plans as we don't do that business.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 6 months
Member Since
Feb. 22, 2022

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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Insurance Business

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Technology Solutions

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