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