Retirement Plan Solutions

Give your business a boost with the right retirement plans

Diversifying your revenue stream with retirement plans can make good business sense. But you’re busy and that sounds like a huge time investment. News flash: it doesn’t have to be a pain. Just let us take on the heavy lifting. Let us help you with sales and marketing materials, sales process guidance, and one-on-one support from dedicated teams. All you need to worry about is serving your clients the way you see fit.

Variety is the spice of life (even when it comes to retirement plans)

The TD Ameritrade Retirement Plan

Provided by TD Ameritrade Trust Company

Offer your clients a complete retirement plan which provides a wide range of investments for them to choose from. It’s turnkey and so easy to use.

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Self-directed brokerage accounts (SDBAs)

Give clients more choice and greater control. Participants can choose to go beyond their plan’s core investment options to invest in individual stocks, bonds, CDs, ETFs, and mutual funds, if their plan allows

Carefully consider the investment objectives, risks, charges and expenses before investing. A prospectus, obtained by calling 866-766-4015, contains this and other important information about an investment company. Read carefully before investing.

ETFs can entail risks similar to direct stock ownership, including market, sector, or industry risks. Some ETFs may involve international risk, currency risk, commodity risk, leverage risk, credit risk and interest rate risk. Trading prices may not reflect the net asset value of the underlying securities. Commission fees typically apply.

Mutual funds are subject to market, exchange rate, political, credit, interest rate and prepayment risks, which vary depending on the type of mutual fund. Fund purchases may be subject to investment minimums, eligibility, and other restrictions, as well as charges and expenses.

All investments involve risk, including the loss of principal.

Custody, directed trustee, record keeping, 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 FINRA/SIPC. TD Ameritrade Trust Company and TD Ameritrade, Inc. are separate but affiliated subsidiaries of TD Ameritrade Holding Corporation (“TD Ameritrade”). Business development support, guidance and tools are provided to independent registered investment advisors by TD Ameritrade Institutional, Division of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and The Toronto-Dominion Bank. © 2020 TD Ameritrade.