We have developed a complete suite of turnkey retirement product that offers brand name, commissioned mutual fund packages designed to meet your and your clients' needs.
Add the oversight and protection of co-Fiduciary services for your Plan Sponsor clients. Click here for more information.
- Broker Choice -- 25 bps trail
- Broker Select -- 50 bps trail
Note: Each option pays your broker-dealer 100% of the 12b-1 fees. Your Broker-Dealer information and Registered Representative ID will be captured on our custodial application to ensure that you get paid directly by the Mutual Fund companies provided that your Broker-Dealer has a selling agreement with the Mutual Fund company.