A prime opportunity – and a key strategic advantage

Regulatory changes and increasing fee transparency regulations have plan sponsors looking for increased guidance and fiduciary support. This means that RIAs like you are uniquely positioned to help. Whether you plan to activate or accelerate your focus on retirement plans, your next move can help open your business up to growth, diversify your revenue stream, and fortify your firm against competition. To help you capitalize on this opportunity, we've created a dynamic Playbook.

A Dynamic Way to Help Change Your Business

Building a successful retirement plan business can be an intimidating process. Whether you are new to the retirement plan industry or are a seasoned veteran in the field, the TD Ameritrade Retirement Plan Playbook is uniquely positioned to help support your specific business goals with easy-to-follow action items and best practices from seasoned industry professionals.

From defining your practice structure and pursuing business development opportunities to setting up and servicing plans, our suite of tools provides custom-tailored strategies to help foster your practice at every stage. Our unique knowledge of both the retirement plan and RIA arenas provides fresh insights that may help to boost your business.