Overview

"TD Ameritrade has made it easier for us to do business."

Dale Rogers, Founder & CEO, Rogers Wealth Group, Inc.

Dale Rogers

Diversifying your revenue stream makes sense. And our tenured team is ready with the solutions to activate—or accelerate—your focus on retirement plans. Turn to us for insights, business-building resources, back office support, online tools, and custody services. We’re dedicated to supporting advisors, we don’t compete with you, and we actively advocate for regulations that support the fiduciary model and retirement security for American workers and their families.


The TD Ameritrade Retirement Plan

Provided by TD Ameritrade Trust Company

Serve your clients and drive your success with a complete retirement plan solution, which combines true open architecture and the ease of a streamlined approach—all in one package.


Our Unbundled Offering

Choose our unbundled model when you want a build-it-yourself experience and the flexibility to work with a local or specialized TPA/Recordkeeper.


Self-Directed Brokerage Accounts

With the freedom and flexibility of a self-directed brokerage account (SDBA) from our brokerage affiliate, TD Ameritrade, Inc., plan participants have access to a wide selection of investment options.


Individual Retirement Account Rollovers

You’ll find it easier than ever to meet your clients’ IRA Rollover needs with an open architecture platform, personalized support, and efficient execution.


Solutions for TPAs/Recordkeepers

We provide independent TPAs/Recordkeepers unbundled custodial/directed trustee services with comprehensive back-office support and custom-tailored technology solutions.