Employer Plans Consulting |
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| Learn more about how each Osaic strategic partner can further assist your employer plan needs. |
Betterment
Betterment is proud to be a retirement plan partner of Osaic.
Our 401(k) platform helps advisors offer scalable, easy-to-administer plans
with no asset minimums and transparent fees — so you can serve clients of
any size.
With open architecture investment options, 350+ payroll integrations, and a
dedicated support team, Betterment is built to simplify your retirement plan
business.
Limited-Time Offer: Help your clients save at least $400 on a Safe Harbor
401(k) when they start a new plan by September 5. Interested in benchmarking
a plan or seeing a platform demo? Connect with your Betterment wholesaler to get started. |
American Funds
American Funds SIMPLE+ is a SIMPLE IRA solution that acts and feels like a 401k from a financial professional standpoint. This product is eligible for commission or fee-based compensation. Reach out to the Osaic Employer Plan Team for more information.
American Funds Simple Plus |
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American Funds
American Funds RecordKeeper direct is an unbundled 401k solution designed for plans under $1M in assets. Pricing varies depending on one of six set fund share class lineups. This product is eligible for commission or fee-based compensation.
RecordKeeper direct | Capital Group
American Funds RKD Fact Sheet |
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Ameritas
A new, fully bundled and tailored NAV solution via their new acquisition of Blue Star put Ameritas in the mix for small plans with open architecture.
BlueStar Proposal Brochure |
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Equitable
Retirement Gateway from Equitable creates efficiencies in the quote, plan design and onboarding process, saving valuable time in establishing a 401(k). It offers 3(16) administrative support and both 3(21) non-discretionary and 3(38) discretionary investment management options, a managed QDIA option and auto features that encourage participation.
Equitable 401k RGSB Overview |
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PCS Retirement
SIMPLE PRO IRA includes all standard features of a traditional SIMPLE IRA Plan:
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Easy and inexpensive to set up and operate
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Open architecture
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No discrimination testing or government reporting
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Automatic Enrollment
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Automatic Contribution Increases
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Qualified Default Investment Alternative (QDIA
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Secure Act 2.0 Tax Credits
Simple Pro IRA |
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PCS Retirement
PCS offers a comprehensive suite of retirement solutions tailored for small businesses. Our services include startup plans and combination cash balance plans, ensuring that every client's unique needs are met with precision and expertise. Partner with PCS to provide your clients with robust and reliable retirement solutions.
Our wholesale map
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Lincoln Financial
Lincoln is in service of your success. Expect a personalized, dedicated approach to retirement plan servicing backed by breadth of experience:
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Consultative support and strategies that complement, never compete with, your business.
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Retirement and wellness solutions in the Lincoln DirectorSM program, delivering an array of investment options, investment styles, and portfolio managers across 401(k) and group employer plans, including Pooled Employer Plans (PEPs), that are TPA-serviced.
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Technology that drives measurable results through actionable information and customized experiences in line with your clients’ goals.
Wholesaler Map
New plan resources:
Director Start-up Digital Brochure flyer
Other resources:
Partners in Prospecting
Investing in your success
Lincoln Value Promise |
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Nationwide
Nationwide’s Flexible Advantage program is a bundled or unbundled solution that offers a dedicated relationship manager and multiple investment manager options. It also features their Fund Window for enhanced investment flexibility and they are one of the only platforms to have in-plan income guarantee options.
Retirement Solutions - Nationwide
RetireAssist - Nationwide |
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Transamerica
The Transamerica Advantage Solution is available for bundled and unbundled service models on both Group Annuity Contract and NAV platforms. The Advantage Solution allows financial professions to run side by side comparisons of various plan options such as multiple QDIA, Stable value, target date funds, investment managers and fiduciary support options.
Advantage Solution |
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Online request for proposal
Submit an automated plan quote request to strategic partner recordkeepers.
Request a quote |
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| | Is a Pooled Retirement Plan right for your business? |
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| | The Role of a Financial Professional in Promoting and Growing a Pooled Plan. |
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| | MEP Quick Reference Guide |
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| | We put all the pieces together so you don't have to. |
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| | Give your clients access to a seamless retirement plan solution with our Pooled Employer Plan, featuring your brand throughout the client experience. |
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| | See the advantages of a pooled employer plan with Principal® EASE. |
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| | SEP, MEP, OR PEP: Identifying the key differences in retirement plans. |
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STRATEGIC PARTNER WEBINAR
Safe Harbor 401(k) essentials: simplifying compliance and enhancing employee saving
Human Interest Watch the replay |
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STRATEGIC PARTNER WEBINAR
Washington Pulse: Employer plan legislative and regulatory update
Equitable and the Retirement Learning Center Watch the replay
Passcode: !8sa6oe! |
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STRATEGIC PARTNER WEBINAR
Build a high-performance retirement plan to help win and retain business
American Funds Watch the replay |
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Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., registered investment adviser. Advisory programs offered by Osaic Wealth, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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