Help Your Clients Secure Their Futures

Diversify your offerings with one of the most-needed services out there—retirement services.

Your Clients’ Retirement

Incorporate Retirement Services Into Your Business

Retirement services are in demand, and small business clients need your help more than ever--but implementation and ongoing management require careful planning and experienced guidance. Let AssetMark support your efforts when implementing retirement plans into your practice. We’ll work with you to incorporate turnkey and open-architecture retirement services into your practice and provide the knowledgeable guidance and support you need.

Access Your Small Business Plan

Access Your 403b and Pension Plans

Simplify Retirement Services

Offering retirement services to your clients doesn’t have to be complicated. Work with AssetMark, and we’ll make it simple. You won’t need to worry about having retirement services expertise, our team of retirement professionals has experience with all types of plans, so you can focus on your business.

AssetMark’s Retirement Services

Deliver researched, vetted retirement solutions to your clients so they can rest assured their future is in good hands.

Investments for Your Clients’ Goals and Objectives

AssetMark supports a full range of retirement plans, including traditional pension plans, Roth 401ks, cash-balance plans, and profit-sharing options. We’ll work with you to design customized plans, present them to your clients and provide ongoing support. We offer a full lineup of investment solutions for plan participants, whether they’re getting started saving or preparing for retirement.

Fiduciary Protection for Your Plan

Working with AssetMark means you’re backed by a team of experienced, due diligence professionals. Our team is focused on researching and evaluating investment solutions, so you can focus on your clients. The team provides ongoing monitoring and regularly reports the results, so you can stay up-to-date. We also shoulder the fiduciary responsibility as an ERISA-defined 3(38) investment fiduciary, relieving plan sponsors of virtually all fiduciary responsibility related to investments.

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Why Assetmark

Simplified Retirement Services

You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your practice—whether that’s spending less time on business processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your practice, identify the path forward, and stick with you until you achieve your goals.

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.