We support your business and fuel your independence with two retirement plan approaches, including our unbundled model. Like the TD Ameritrade Retirement Plan, this approach also provides you with transparency and flexibility. The key difference is that our unbundled offering is a build-it-yourself option that gives you the ability to work with individual TPAs/Recordkeepers on a plan-by-plan basis.
At TD Ameritrade Trust Company, we value your business, and we respect your client relationships through this unbundled approach. As part of our overarching business model, we don't offer advice or proprietary investment products. However, when you work with us, you'll get flexibility when it comes to investments, so you'll be able to make choices that fit your clients' needs.
We're dedicated to helping independent advisors like you leverage best practices, meet challenges, and capture opportunities. Our goal is to serve your business today and into the future, whether through the TD Ameritrade Retirement Plan or our unbundled offering.