Sales Assistance

As a non-producing, independent administration firm, we're not locked into any one product. We’re an advisor-friendly TPA. We understand and appreciate that the plan sponsor is your client, and we help you bring the best solutions possible. 
 

Services we offer in sales process:

  • Plan design illustrations. Using company census information, we’ll create the foundation of a successful plan so you have happy participants and business owners.
  • Plan proposals and fee analysis. We’ll compare options against existing service providers and the pool of vendors.
  • Vendor platform solutions. With so many options, it’s hard to know which vendor is a good fit for your client. We have years of insight and experience to help in the decision process.
  • Open fee disclosure. Even before law required it, we practiced full disclosure of fees and revenue sharing. It is, and always has been, the right thing to do.
  • Exceptional service. We help you navigate every step of the process making sure you’re provided exceptional service along the way. Your success is our success!

Click to view our sales territory map