Unbundled Retirement Plans (Build your own)

Help plan sponsors build their retirement plan program

Need a more customized approach to servicing retirement plans? Our unbundled offering may be just what your plan sponsors have been looking for. With it, you’ll have the opportunity to bring together providers for the specific needs of each plan sponsor. So go ahead, roll up your sleeves and start helping your plan sponsors build a plan. We’ll be here to provide help whenever you need it. 

Tons of investment options

Mutual funds 
Exchange traded funds (ETFs) 
Self-directed brokerage accounts (SDBAs) 
Unitized managed accounts (UMAs) 
Collective investment funds (CIFs) 

A variety of plan types

Give clients exactly what they want with a choice in plans.
Mutual funds 
Exchange traded funds (ETFs) 
Self-directed brokerage accounts (SDBAs) 
Unitized managed accounts (UMAs) 
Collective investment funds (CIFs) 

Top-notch custody services

Give clients exactly what they want with a choice in plans.
Monthly plan-level account statements 
Quarterly fee invoices 
Competitive mutual fund revenue collection process 
Annual trust reports 
Schedule C reporting 
408(b)(2) disclosure statements 
Plan-level mutual fund revenue accounts with quarterly summary and detail reports 
SOC 1 SSAE 16 audit 
Ability to designate TD Ameritrade Trust Company as the plan's directed trustee 
Personalized service from knowledgeable relationship managers