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| A Next Generation Solution |
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| At Retirement Revolution our single goal is to be the preferred platform for Investment Advisors, TPAs and their |
| clients. Everything we build has you in mind. Our focus is simple: Give you the most cost-effective, easiest-to-use and feature rich solution for you and your clients.
At the end of the day, your job is all about winning more cases faster, and fully meeting your client’s service expectations. To help you in this effort we have developed a 100% Open Investment Architecture solution that doesn’t tie your hands with proprietary asset requirements. We’ve also added "best-in-class" |
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| fee transparency reporting for plan sponsors and participants and asset allocation tools for you that significantly streamline your job of supplying adaptive, high quality investment advice. We then round all that out with the ability to service micro and small plans at the same price points, and with exactly the same features, as large plans currently enjoy today.
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| Win More Cases, Faster |
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| Turn prospects into clients by showing them how you can quickly put real money back in their pockets.
It’s no secret that many of today’s micro and small plan providers create unitized versions of name-brand mutual funds and annuity products and wrap them with very expensive fees. The reality is that micro and small plans in particular are low margin clients to the large vendors and thus require higher fees in relation to the size of the plan.
Retirement Revolution’s proprietary technology drives down the cost of servicing for even the smallest of plans. We can service them at a fraction of the cost charged by large insurance companies and other legacy providers. Because Retirement Revolution offers fair and transparent pricing for our services, it means that now there’s additional money available to reduce plan sponsor and participant costs.
Retirement Revolution’s hyper-efficiency, gives you a true competitive advantage and a winning story to tell when prospecting for new clients and enhancing existing relationships. We’re ready, are you ready to get started? |
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