A complete retirement plan, built with RIAs in mind
There are a lot of retirement plans out there. But solutions built specifically with RIAs in mind? That’s a little harder to come by.
You want the best options for your clients. Which is why we worked closely with advisors to create a streamlined retirement plan that includes the most sought-after features. The TD Ameritrade Retirement Plan is a simple, flexible, and affordable option for you, your plan sponsors, and their participants.
Setting up the plan with TD Ameritrade Trust Company after you’ve won it
Servicing and adding value to the plan
Tons of investment options
You get to choose from thousands of investment vehicles to create a customized investment menu for your clients. Oh, and we don’t have any proprietary fund requirements, so you have even more freedom of choice. Score.
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