Supporting you as you work with clients is our most important job. Let’s work together to help your clients achieve better retirement outcomes.
When it comes to retirement plans:
Introduce your clients to our range of industry-leading services and make their lives easier. Select from fiduciary, recordkeeping, data and support services — or all of the above.
Flexibility gives you the freedom to select only the services that your clients truly want. You decide when you want to take the lead and when you’d like us to step in.
We can increase fiduciary protection for your clients by taking care of certain legally required administrative tasks. Your clients can delegate responsibilities to The Standard so they can focus on other business concerns while saving time and expense.
Our record of fiduciary integrity is one of the top reasons plan sponsors and their advisors say they choose The Standard. When we say we take responsibility, we put it in writing. The Standard puts a hold harmless clause in its service agreements.
We offer both open architecture and group annuity platforms as plan investment options. With either platform, you pick the funds. In addition, The Standard passes back 100 percent of all mutual fund revenue sharing to plan participants, ensuring complete objectivity whenever funds are selected.
Choose the level of service that your clients need.
For service they are off the hook — super responsive. They come to meetings, my team doesn't have to lift a hand, I’ve never had participants or employees complain about them.
Retirement Plan Advisor, California
Retirement plan sponsor clients gave The Standard high marks in the 2019 PLANSPONSOR Best-in-Class Provider survey. The Standard qualified for recognition in three market categories: <$5mm, $5mm to $25mm and $25mm to $50mm.
How can you reach the risk-adverse millennial investor? Stable value funds. They offer low-risk and higher yields to employees in retirement plans. Kent Bartell, director of investment research at The Standard, explains.
Having a retirement plan provider serve as a 3(16) administrative fiduciary can help give employers peace of mind. Read more in this Advisor Magazine article by Rob Baumgarten, vice president of retirement plan sales at The Standard.
“That’s a boring way to spend my money” is one of the common objections heard when broaching the topic of life insurance. Jennifer Gassaway, a product manager at The Standard, highlights ways to overcome common life insurance objections in ThinkAdvisor.
43% of employees aren’t comfortable selecting their own retirement investment options. Advisors can help. Learn how in this Advisor Magazine article by Rob Baumgarten, vice president of retirement plan sales at The Standard.
How can you balance technology and tailored solutions when having the conversation about retirement planning? Ken Waineo, senior director of business development for retirement plan sales at The Standard, highlights managed services.
Partner with us to deliver industry-leading service to your clients.
The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc. provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.
