Freedom to Focus On Your Priorities

Retirement

Showcasing Your Value to Your Clients

Supporting you as you work with clients is our most important job. Let’s work together to help your clients achieve better retirement outcomes.

 

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Positioning You for Client Success

When it comes to retirement plans:

  1. We act as a fiduciary only if you need us to
  2. We pass all revenue sharing back to participants
  3. We offer only level compensation and full fund neutrality
  4. We have a completely open architecture platform
  5. We offer total transparency in our pricing
  6. We don’t compete with you
  7. We do not sell direct; we only work through advisor partners

Easing Workloads, Reducing Risk

Introduce your clients to our range of industry-leading services and make their lives easier. Select from fiduciary, recordkeeping, data and support services — or all of the above.

Flexible service model
Flexible Service Model
Choose Only the Services You Need
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Flexibility gives you the freedom to select only the services that your clients truly want. You decide when you want to take the lead and when you’d like us to step in.   

Fiduciary protection
Increase Fiduciary Protection
Assign Responsibility to The Standard
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We can increase fiduciary protection for your clients by taking care of certain legally required administrative tasks. This allows them to focus on other business concerns, while saving time and money.

  • Delivery of participant notices, statements and disclosures
  • Compliance testing
  • Eligibility monitoring and notifications
  • Review and management of loans, hardship distributions, withdrawals and QDROs
Transfer Clean Data
Clean Data. Less Risk.
Offer the Power of Clean Data
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Our proprietary Participant Data Management solution ensures that clean data is available for compliance testing. This technology — included in every plan we offer — scrubs data with every payroll submission by running more than 90 validations. Higher accuracy means less exposure to fiduciary risk and less time spent on corrections.

Investments
Investment Options and Services
Pick the Platform and Investments
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We offer both open architecture and group annuity platforms as plan investment options. With either platform, you pick the funds. In addition, The Standard passes back 100 percent of all mutual fund revenue sharing to plan participants, ensuring complete objectivity whenever funds are selected.

Services Your Clients Will Appreciate

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Talk to Clients About Mainspring

Add value, but not extra work for you. See how our retirement readiness solution can guide employees to invest wisely and save more.

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Keep Errors Out of Plans

See how Participant Data Management helps keep a retirement plan running smoothly on clean data.

Preparing employees for retirement

Retirement Readiness

Enrollment campaigns that fit your clients.

Simplified administration

Simplified Administration

Choose the level of service that your clients need.

Online services

User-Friendly Tools

Easy ways to track and manage plans.

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For service they are off the hook — super responsive. They come to meetings, my team doesn't have to lift a hand.

Retirement Plan Advisor, California

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Have you heard about the 5 Moments of Truth? Learn how each one can open the door to greater business success.

In The Media

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Ready to Move Your Business Forward?

Partner with us to deliver industry-leading service to your clients.

Contact a Consultant Near You