Flexible Plans & Partnerships

How We Work With You

We’re a flexible partner for every kind of opportunity.

We partner with firms at the advisor, plan sponsor or enterprise level to bring maximum flexibility to every opportunity.

We’re about doing what’s best for you. We develop our solutions based on what best meets your needs, whether it’s a single employer solution, group plan arrangement, fiduciary or TPA solution, working with all plan partners to define the roles and responsibilities that deliver the best end-to-end solution.

We can fill every role, or fill the gaps. Our flexible arrangements can include an existing platform recordkeeper, trustee or investment manager.