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.
Building a successful retirement plan business can be a bit intimidating. When you need some help, turn to the TD Ameritrade Retirement Plan Playbook for information about:
•
Structuring your retirement plan practice
•
Prospecting for and winning business
•
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.
Give clients exactly what’s best for them and their participants with a choice in plans.
•
401(k) plans
•
403(b) plans
•
Eligible governmental 457(b) plans
Support and service
No matter where you’re at in the process, you’ll never be left out in the cold. We’ll be working right alongside you to provide your retirement plan clients with:
•
Full-service recordkeeping, plan administration, and custodial services
•
Plan design support
•
Participant enrollment support and materials
•
Plan documents and supporting forms
•
Compliance testing
•
Form 5500 preparation
•
Guaranteed timely payment of mutual fund revenue sharing
•
Directed trustee services (may not be available for all plan types)
•
Easy access to plan information online or by phone
•
Rollover assistance when participants leave the plan