Employer Plans Consulting |
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| Find a sales representative near you with these links to our partner’s wholesaler maps |
PARTNER SPOTLIGHT PCS Retirement
PCS Retirement delivers an all-inclusive, conflict-free platform designed to help advisors grow, retain, and serve ERISA and non-ERISA clients. PCS simplifies plan design, reduces friction, and strengthens the connection between wealth and retirement. Access to modern technology and hands-on support put advisors first—so you can focus on outcomes, not administrative tasks.
With PCS Retirement, you can:
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Access an open investment platform with no proprietary funds
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Connect wealth and retirement strategies seamlessly with ongoing support
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Maintain advisor-centered branding
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Offer competitive pricing
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Leverage tools including iJoin, in-plan income solutions, managed accounts, and retirement readiness technology
PARTNER RESOURCES |
| Learn more about how each Osaic strategic partner can further assist your employer plan needs. |
401GO
Delivers modern, tech-forward retirement solutions built for startups and growing businesses. Advisors can offer flexible plan designs with transparent pricing and streamlined administration, making it easy to serve emerging companies efficiently.
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15-minute digital onboarding
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Transparent pricing
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Scalable 401(k) and specialty plan options
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Dedicated, responsive support
Explore 401GO Solutions |
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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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PCS Retirement
Provides several solutions in the start-up market and is home to SIMPLE Pro IRA, built specifically for advisors serving small business clients. It combines the low cost and simplicity of a SIMPLE IRA with the efficiency of a 401(k) or profit-sharing plan.
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Online enrollment saves time and paperwork
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Auto features boosts participation
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Plan-level billing simplifies fee collection
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One client relationship—the business owner
Simple Pro IRA |
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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.
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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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| | Syndicate 401(k) for Groups. Multiply Your Practice. |
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| | Why talk to your client about a Pooled Plan? |
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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
Cash Balance 101: Plan Basics
401GO Watch the replay |
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STRATEGIC PARTNER WEBINAR
Cash Balance 201: Advanced Mechanics
401GO Watch the replay |
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STRATEGIC PARTNER WEBINAR
Commitment to Education & Service (ACES)
PCS Retirement Watch the replay |
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STRATEGIC PARTNER WEBINAR
Cybersecurity and artificial intelligence insights
Principal Watch the replay |
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STRATEGIC PARTNER WEBINAR
Plan Types for Small Business
PCS Retirement 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 Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC., and CW Advisors, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
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