Resources
Partners
RPAG

Employer Plans Consulting

Strategic partners
Find a sales representative near you with these links to our partner’s wholesaler maps
401GO
American Funds
Ascensus
Betterment Advisor Solutions
Lincoln Financial
Nationwide
PCS Retirement
Principal
Transamerica
Voya

PARTNER SPOTLIGHT

Transamerica

Everyone deserves to live their best life. That’s why, for more than a century, we have delivered financial services that help people thrive. Transamerica’s insurance, retirement, and investment solutions give everyday people, from all walks of life, tools to make the most of what’s important to them.

Providing retirement solutions for organizations of all sizes and industries, Transamerica offers fully
bundled or unbundled plans, including:

  • Defined contribution
  • Nonqualified deferred compensation
  • Defined benefit
  • Pooled plan arrangements


Our depth of experience spans all industries but includes a specialized focus in:

  • Manufacturing
  • Healthcare
  • Higher education


Helping employees prepare for retirement requires more than simply managing their retirement accounts. We offer well-being solutions that encourage employees to prepare for the unexpected, optimize their health, and expand their financial literacy because we believe an integrated approach can enhance retirement readiness.

Our industry award-winning sales and service teams are always here to help you prospect, service and grow your retirement plan business. You’ll find additional information on Transamerica capabilities, Pooled Plan resources, Workplace Wellness, and much more by visiting the Digital Sales Room. Click here to visit.

Thank you for your partnership! Please reach out to your Transamerica Regional Vice President and let them know how they can help support and grow your retirement plan business. Retirement Distribution Territory Map.

View the complete list of approved providers
Startup Central
Learn more about how each Osaic strategic partner can further assist your employer plan needs.
401GO

An advisor-centric retirement platform that partners with financial professionals, never competes with them. Its proprietary, vertically-integrated technology is built to simplify onboarding, administration, and ongoing service.
  • 15-minute plan setup and automated administration
  • Flexible plan design to support a wide range of client needs
  • Transparent pricing and a clean, advisor-friendly experience
  • Dedicated, responsive, live support
Overview
Bundled Solution
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
 
Ascensus

By curating a best-in-class solution for small to mid-sized markets, we integrate proprietary expertise with carefully curated partner solutions, ensuring the highest standards of information security. Focused on designing and managing plans, delivering flexible product lines, value-added capabilities, and complete solutions that support long-term success.


Ascensus 401(k)

CoPilot 401(k)
Betterment Advisor Solutions

Betterment’s new, paperless solo is fast, flexible, and built to help you deliver exceptional value to your self-employed clients. Here are a few of the highlights:
  • Open and fund accounts without paperwork or setup fees
  • Easily manage account contributions online—no more mailing in checks
  • Offer clients the flexibility of both Roth and traditional tax strategies
  • Add a spouse at no incremental cost to double your clients’ household savings potential
Give yourself and your clients a better solo experience today.

Solo(k) Landing Page
PCS Retirement

PCS Retirement (PCS) is among the nation's largest independent and conflict-free retirement solution providers, empowering organizations and financial institutions to build advisor-first retirement programs across a broad range of group and individual accounts for both ERISA and non-ERISA clients. PCS offers state-of-the-art technology and a completely open investment platform, featuring no proprietary funds.

PCS One Pager
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.
  • Online enrollment saves time and paperwork
  • Auto features boosts participation
  • Plan-level billing simplifies fee collection
  • One client relationship—the business owner
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

RetireAssist - Nationwide
Principal

Simply Retirement by Principal is a fee-only digital solution for bundled or unbundled plans with less than 100 employees offering streamlined, straightforward pricing, built in 3(38) investment management, zero revenue sharing. Use the interactive planner to create a plan proposal in minutes and share it by email without investing a lot of time and effort. 


401k Plans for Small Business Owners | Simply Retirement By Principal®

Simply Retirement by Principal
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
VOYA

Reach new heights with innovative retirement plan solutions that can give you a competitive edge. Voya’s strength, technology, and years of helping improve retirement outcomes make Voya a leader in the retirement plan marketplace.  Our approach in partnership with you transforms financial care in the workplace.

Voya Retirement Solutions

Voya Retirement Solutions brochure

 
Online request for proposal


Submit an automated plan quote request to strategic partner recordkeepers.
Request a quote
Pooled Plans
401GO
Syndicate 401(k) for Groups. Multiply Your Practice.
Learn more
Lincoln
Reduce Work. Minimize Risk.
Learn more
Nationwide
RetireAssist Connect – PEP and GOP solution
Learn more
PCS Retirement
Give your clients access to a seamless retirement plan solution with our Pooled Employer Plan, featuring your brand throughout the client experience.
Learn more
Principal
See the advantages of a pooled employer plan with Principal® EASE.
Learn more
TransAmerica
SEP, MEP, OR PEP: Identifying the key differences in retirement plans.
Learn more
Webinars & replays
STRATEGIC PARTNER WEBINAR
Cash Balance 101:  Plan Basics
401GO
Watch the replay
STRATEGIC PARTNER WEBINAR
Cash Balance 201: Advanced Mechanics
401GO
Watch the replay
STRATEGIC PARTNER WEBINAR
Commitment to Education & Service (ACES)
PCS Retirement
Watch the replay
STRATEGIC PARTNER WEBINAR
Cybersecurity and artificial intelligence insights
Principal
Watch the replay
STRATEGIC PARTNER WEBINAR
Plan Types for Small Business
PCS Retirement
Watch the replay
Get in touch
Employer Plan Consulting
Phone: 800-558-7735, Option 5
employerplans@osaic.com
Book time with a consultant
 

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.

© 2026 Osaic, Inc. All rights reserved. | Terms | Privacy Policy