"The heart of our support has always been a service offering that allows us to adjust what we provide based on each advisor's capabilities," said
Advisors who partner with The Standard have the power to design a customized retirement plan solution that works to address each client's unique needs. This begins with The Standard's essential plan services, which include recordkeeping and online tools, as well as employee services, including a participant call center, quarterly newsletter and enrollment communication materials.
Advisors can then select which additional services, if any, they want to provide to each client and which services they would like The Standard to handle. Advisors can choose from the following menu of services: Recordkeeping and financial services – Advisors can choose the appropriate investment platform for their plans. Both the Net Asset Value (NAV) open-architecture and group annuity platforms offer nonproprietary mutual funds and full fee transparency. Administration – The Standard can support advisors with a full range of administrative services, including plan document preparation and amendment, Form 5500 preparation and compliance testing. When providing full-service administration,
"We realize that employers look to their advisors when it comes to choices for their retirement plans," Hall said. "Advisors can look to The Standard and our flexible service offering for customized solutions that maximize the value that they can offer their clients and help employees reach retirement readiness."
The Standard is the marketing name for
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