When one door closes, another opens

With the TD Ameritrade Retirement Plan, advisors may be uniquely positioned to help advise plan participants when they change jobs or retire.

" The rollover market is estimated to grow to $550 billion by 2018"

*Planadviser.com ‘Where the Retirement Money Will Go' December 15, 2015.

With our automated platform, we've simplified the process of rolling over retirement plan assets for plan participants who choose that option. And we've also made it easier for advisors to help participants with this important decision.

Benefits for you as an advisor:

  • Opportunity to advise plan participants on options for their plan balances when leaving their employer
  • Ability to set customized asset thresholds for consultation
  • Notification each time a participant requests a consultation