Freedom to Focus On Your Priorities

Retirement

Showcasing Your Value to Your Clients

Supporting you as you work with clients is our most important job. Let’s work together to help your clients achieve better retirement outcomes.

 

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Positioning You for Client Success

When it comes to retirement plans:

  1. We act as a fiduciary only if you need us to
  2. We pass all revenue sharing back to participants
  3. We offer only level compensation and full fund neutrality
  4. We have a completely open architecture platform
  5. We offer total transparency in our pricing
  6. We don’t compete with you
  7. We do not sell direct; we only work through advisor partners

Easing Workloads, Reducing Risk

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.

Flexible service model
Flexible Service Model
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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.   

Fiduciary protection
Increase Fiduciary Protection
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We can increase fiduciary protection for your clients by taking care of certain legally required tasks, such as the distribution of required notices. We’ll complete tasks so your clients can focus on other business concerns.

Investments
Investment Options and Services
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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.

Services Your Clients Will Appreciate

Preparing employees for retirement

Retirement Readiness

Enrollment campaigns that fit your clients.

Simplified administration

Simplified Administration

Choose the level of service that your clients need.

Online services

User-Friendly Tools

Easy ways to track and manage plans.

Legal scales

The Case for Fiduciary Protection

Guide employers through the fiduciary conversation that's too big to ignore. Download our guide to help your plan sponsors understand their fiduciary risks.

Ready to Move Your Business Forward?

Partner with us to deliver industry-leading service to your clients.

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