Employer Plans Consulting |
|
| Learn more about how each Osaic strategic partner can further assist your employer plan needs. |
Capital Group
Compete with confidence. Make a difference in more lives.
Since 1931, our distinctive way of managing money, an emphasis on research, a long-term view and recognition of the power of relationships has enabled financial professionals— like you — to help investors pursue their financial goals.
-
Dedicated to investors
-
More than 2.7 million plan participants count on us to pursue their retirement goals.*
-
A trusted recordkeeper
-
Over 67,000 businesses and their employees rely on our retirement plan recordkeeping services *
-
A top asset manager
-
With $2.5 trillion assets under management, we’re one of the world’s largest investment management organizations.*
To learn more, please visit: Capital Group Retirement Plan Solution Center
* As of 12/31/23. Participants in Capital Group 401(k), 403(b), SEP IRA and SIMPLE IRA plans. Number of businesses in proprietary recordkeeping solutions.
|
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 |
|
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 |
|
|
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 |
|
|
|
|
|
|
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 |
|
|
PCS Retirement
Includes all standard features of a traditional SIMPLE IRA plan:
-
Easy and inexpensive to set up and operate
-
Open architecture
-
No discrimination testing or government reporting
Plus, new features:
-
Automatic Enrollment
-
Automatic Contribution Increases
-
Qualified Default Investment Alternative (QDIA
-
Secure Act 2.0 Tax Credits
Simple Pro IRA |
|
|
|
|
|
Lincoln Financial
Lincoln is in service of your success. Expect a personalized, dedicated approach to retirement plan servicing backed by breadth of experience:
-
Consultative support and strategies that complement, never compete with, your business.
-
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.
-
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 |
|
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
Flexible Advantage - Nationwide |
|
| |
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 |
|
|
|
|
|
Online request for proposal
Submit an automated plan quote request to strategic partner recordkeepers.
Request a quote |
|
| | We put all the pieces together so you don't have to. |
| |
|
|
|
| Qui(k) by American Trust/LTAM |
| | Get access to a turnkey PEP using Ladenburg Asset Management as the Investment Manager, now featuring Allianz In-Plan Income. |
| |
|
|
|
| | See the advantages of a pooled employer plan with Principal® EASE. |
| |
|
|
|
| | SEP, MEP, OR PEP: Identifying the key differences in retirement plans. |
| |
|
|
|
| | Is a Pooled Retirement Plan right for your business? |
| |
|
|
|
| | The Role of a Financial Professional in Promoting and Growing a Pooled Plan. |
| |
|
|
|
| | MEP Quick Reference Guide |
| |
|
|
|
STRATEGIC PARTNER WEBINAR
Safe Harbor 401(k) essentials: simplifying compliance and enhancing employee saving
Human Interest Watch the replay |
|
|
STRATEGIC PARTNER WEBINAR
Washington Pulse: Employer plan legislative and regulatory update
Equitable and the Retirement Learning Center Watch the replay
Passcode: !8sa6oe! |
|
|
|
|
STRATEGIC PARTNER WEBINAR
The Value of Working with a TPA
Nationwide Watch the replay |
|
|
STRATEGIC PARTNER WEBINAR
Small Business Retirement Plans
Transamerica Watch the replay |
|
|
|
|
STRATEGIC PARTNER WEBINAR
Streamline your RFP Process
RFP Express Watch the replay |
|
| |
|
|
|
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.
© 2025 Osaic, Inc. All rights reserved. | Terms | Privacy Policy
 | |
