Powered by a network of more than 25 plan providers, Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place.
Take advantage of a comprehensive tool designed to help streamline your retirement plan business. Explore the benefits of Plan Advantage.
Support Advisors’ Growth
Provide a scalable service that allows advisors to easily create lineups for prospects, manage their existing plans, and grow their business.
Help Reduce Your Risk
Select from a range of fiduciary options, including our 3(21) and 3(38) services, to maintain consistency across your business. Compliance alerts and plan reports can help you identify and mitigate potential compliance issues.
Gain Key Insights
Stay up to date on your firm’s retirement plan business through readily available reports, metrics, and communications.