RetireTool(K)it

Our end-to-end retirement plan solution will Help You Grow Your Retirement Plan Business.

Better manage and grow your retirement plan business.

RetireTool(k)it enables advisors to quickly and easily meet the demands of today's plan sponsors while leveraging TrueOpen™ architecture. This comprehensive tool set supports advisors with everything from fund selection and monitoring to investment policy statements, plan proposals, enrollment kits and both quarterly and annual monitoring reports. All from one place.

This end-to-end solution allows you to create a unique competitive advantage and stand out from your competitors, while attracting new prospects and staying as the main point of contact on the account.

How it Works:

Step 1 - Design


The advisor selects asset class and fund mandates for the plan. This provides the recommended selection of qualified investments from a catalogue of over 25,000 funds.

Step 2 - Proposal


Once the funds have been selected, Retire Tool(k)it creates a plan proposal and Investment Policy Statement(IPS).

Step 3 - Reporting


Once funds are selected for the plan, Retire Tool(k)it provides automatic quality monitoring reports that are consistent with the criteria in the IPS.

Step 4 - Review


Retire Tool(k)it provides an annual plan review that summarizes both plan and participant-level data, as well as fund performance in a professional, privately-labeled and custom-bound report.

Highlights of RetireTool(k)it include:

  • Rational Open Architecture
  • Fund Selection & Monitoring
  • Investment Policy Statements
  • Point-of-Sale Materials
  • Annual Plan Review
  • Branded Enrollment Kits
  • Core Fund List
  • Quarterly Fund Monitoring Reports

Click here for more information about RetireTool(k)it and additional solutions for advisors focusing on Retirement Plans.


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