Simple, comprehensive, and designed with advisors in mind

Whether you aim to grow your thriving retirement plan business or expand your current practice by adding retirement plan solutions, the TD Ameritrade Retirement Plan is the program you’ve been looking for. It combines the best qualities of bundled and unbundled solutions, delivering everything you need in one package.

Open the door to opportunity with the
TD Ameritrade Retirement Plan.

TD Ameritrade Retirement Plan

Hear from RIAs about how the
TD Ameritrade Retirement Plan can help boost your business.
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  • A simple, comprehensive solution designed with advisors in mind
  • Created for advisors, with input from advisors
  • True open investment architecture with a broad selection of investments, from mutual funds and ETFs to Self-Directed Brokerage Accounts and advisor-managed portfolios
  • No proprietary fund requirements in our open architecture framework
  • Institutional MMDA is included to enable participants access to an FDIC insured product*
  • Comprehensive advisor tools to help you sell and service retirement plans
  • Exceptional support for advisors, plan sponsors, and participants
  • Transparent, competitive pricing
  • From a trusted and established brand with a reputation for service

Requested by Retirement Plan Advisors. Designed for your business.

The TD Ameritrade Retirement Plan is built to satisfy the high expectations of advisors, plan sponsors, and participants alike with a unique combination of broad investment selection, outstanding service, robust tools, and the comfort and stability that comes with the TD Ameritrade brand.

TD Ameritrade Retirement Plan - Key Benefits

Custody, directed trustee, recordkeeping, plan design support, and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services are provided by TD Ameritrade, Inc., member FNRA/SIPC. TD Ameritrade Trust Company and TD Ameritrade, Inc., are separate but affiliated subsidiaries of TD Ameritrade Holding Corporation (“TD Ameritrade”). TD Bank USA, N.A., TD Ameritrade, Inc., and TD Ameritrade Trust Company are affiliated through their parent companies. Business development support, guidance, and tools are provided to independent registered investment advisors by TD Ameritrade Institutional, a division of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. ©2016 TD Ameritrade IP Company, Inc.

* The TD Bank USA, N.A. Institutional Money Market Deposit Account (Institutional MMDA) is included as an investment option in your plan menu. The Institutional MMDA enables participants to have access to an FDIC insured product. In addition to the Institutional MMDA, the plan sponsor may select other cash or money market options for the plan menu.