A prime opportunity – and
a key strategic advantage

Regulatory changes and increasing fee transparency regulations have plan sponsors looking for increased guidance and fiduciary support. This means that RIAs like you are uniquely positioned to help. Whether you plan to activate or accelerate your focus on retirement plans, your next move can help open your business up to growth, diversify your revenue stream, and fortify your firm against competition. To help you capitalize on this opportunity, we've created a dynamic Playbook.

TD Ameritrade Retirement Plan Playbook: A step-by-step resource.

TD Ameritrade Retirement Plan Playbook

From defining practice structure to servicing plans, learn how the Playbook provides the strategy & tactics you need to enter or expand into the retirement plan arena.Watch video 

Grow Your Business With A Step-By-Step Action Plan

The Playbook provides comprehensive tools and resources, easy-to-follow action items, and best practice guidance from industry experts so you can confidently take the right steps forward.

Designed to help you incorporate retirement plans into your business or help you grow or streamline your existing retirement plan business, the Playbook is your step-by-step guide to helping you define and achieve your unique business goals. It provides the strategy, tactics, and advice from industry experts you need to help you take your business to the next level—one step at a time.

As you grow your retirement plan business, the way you use the Playbook will grow, too. You'll return to it again and again to reassess your business model and leverage evolving content, including prospecting tools, best practices, industry education, and other useful resources.

Return to the Playbook again and again for:

  • Strategies and tactics for every stage of your business' development
  • Thought-provoking questions to gain (and retain) clarity along the way
  • Concrete advice shared by experts in the industry
  • Ideas about how to promote and deliver your services
  • A comprehensive suite of advisor-centric "use as you choose" retirement plan tools


The TD Ameritrade Retirement Plan Playbook supports you across four key areas.

Explore the Playbook