Meeting Your Expectations
Advisors and third party administrators can rely on us to deliver:
Responsive. Accountable. People-first. Count on our experts to communicate clearly through the entire process — so there are no surprises. Learn more about our award-winning service.
You and your clients want technology that ensures participant data is accurate, accessible and safeguarded. Reassure your clients that this is our focus too. They’ll experience it with our streamlined onboarding and automated data checks.
Give clients peace of mind knowing they can delegate fiduciary responsibility to us. They can choose options for delegating ERISA 3(16), 3(21) and 3(38) services to help manage fiduciary risk. A Pooled Employer Plan, or PEP, can also help employers manage fiduciary risk.
Find the Right Plan for Your Clients
Explore our retirement plan offerings or connect with a consultant to learn more.
You can expect exceptional customer service when we work together on plan solutions that fit both your clients’ needs and your business model. Count on experienced support, investment flexibility and access to a variety of investment options.
Accelerate is a 401(k) plan that offers big value to small plans. These single plans up to $2 million have access to services and features typically available only to large plans. Your clients get award-winning service at a competitive price. And you’ll experience easy quoting and onboarding.
Present solutions that are ideal for skilled employees and business owners.
For clients focused on retaining top talent, a defined benefit plan promises a monthly amount at retirement based on an employee’s earnings and years of service. For business owners looking to lower their tax bills and raise their retirement savings, a cash balance plan can fulfill those goals.
Deliver award-winning service to governments, tax-exempt organizations and specialty markets with our non-qualified plans. Just like with our larger 401(k) plans, you’ll have access to experienced support, a wide menu of investment options and our optional managed account service.
Help small to mid-sized employers join a single retirement plan without extra time-consuming tasks. A Pooled Employer Plan, or PEP, allows multiple unrelated employers to participate in a plan.
Lighten Your Administrative Load
Deliver Services That Protect Your Clients
Save time and money — and give your clients peace of mind — with ERISA 3(16) Delegated Administrative Fiduciary services.
Keep Errors Out of Plans
See how our data technology helps keep a retirement plan running smoothly on clean data.
Grow Your TPA Business
For third party administrators, The Standard can provide administrative services to you and your clients or provide support if you wish to keep the lead.
In the Loop
