Retirement Plan Solutions
We offer a suite of unparalleled resources to help you develop, promote and manage your retirement plan business.
Plan Advice and Consulting Program
yOUR Fee-based Advisory Program offering ERISA 3(21) Fiduciary and Consulting Services
Cetera Retirement Plan Solutions enables qualified investment advisor representatives (IARs) to provide fee-based advisory and/or consulting services to Plan Sponsor clients who have their retirement plan assets held directly with outside recordkeeping platforms. Services under this program can include ERISA 3(21) investment advice, plan optimization consulting and participant education services. To support advisors in managing their retirement plan business and delivering advisory services, we also make available the Envestnet Retirement Solutions tool.
Retirement Practice Consultants
Your team of professionals dedicated to helping you grow your retirement plan business
Our in-house team of Retirement Practice Consultants has the expertise and resources to help you build and retain your retirement plan business.
Contact us at 844.881.PLAN (7526) or retirementplans@cetera.com to learn more about how we can provide the following:
Best practices for retirement plan business growth
One-on-one consultations on provider selection
Industry benchmarking
Regulatory updates
Retirement Plan Specialists
Your ERISA Consulting Team and Affiliated Third-Party-Administrator (TPA)
Cetera Retirement Plan Specialists assists advisors in providing innovative retirement solutions to their clients. Specializing in advanced plan design and administration, we provide a full menu of defined contribution and defined benefit plans, including traditional and Roth IRAs, 401(k) plans, and profit-sharing plans. In addition to standalone retirement plans, the team specializes in crafting customized retirement solutions with advisors that can be integrated into a comprehensive wealth management offering for each individual client. No matter the type of plan your client needs, we work with you every step of the way, from discovery, to point of sale, to ongoing plan maintenance.