"For RIAs right now, retirement plans are a prime opportunity."
Skip Schweiss, President, TD Ameritrade Trust Company
Who’s there? A $28.5 trillion opportunity†. We created and packaged the TD Ameritrade Retirement Plan to help you make the most of the very real opportunity in the retirement plan market. And we’re bringing you the step-by-step guide to unlocking this opportunity: the TD Ameritrade Retirement Plan Playbook.
†Cerulli Report, US Retirement Markets, 2016
We understand that RIAs expect powerful solutions that benefit clients and boost success. That’s why we’ve created a retirement plan that fits the way you do business.
Make winning moves as you sell and service plans adopting the TD Ameritrade Retirement Plan. The Playbook brings together the tools you need to activate—or accelerate—your focus on retirement plans.
Get access to a vast range of investment options. A true open investment architecture platform. And the freedom and flexibility advisors need to choose the best solutions for each plan sponsor.
We service a range of plan types, including 401(k) and 403(b) Plans, 457 Plans, and Non-qualified Deferred Compensation Plans. Our comprehensive services and support make it easy for advisors, plan sponsors and participants.
Rollover assets are a huge portion of the retirement plan market. And with our rollover solution, advisors are uniquely positioned to offer their services to participants who are considering rolling over balances from plans they advise.