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.
- 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 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.
Custody, directed trustee, record keeping, plan design and plan administration are provided by TD Ameritrade Trust Company, a non-depository trust company. Brokerage services are provided by TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade Trust Company and TD Ameritrade, Inc. are separate but affiliated subsidiaries of TD Ameritrade Holding Corporation ("TD Ameritrade"). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. ©2017 TD Ameritrade.