The shift from serving the needs of individual investors to those of a small or medium-sized business can seem complex. But more than ever, business owners are seeking out financial advisors to build and manage tax-advantaged retirement plans to attract and retain employees. Retirement services are in demand and business owners need your help.
Let AssetMark support you with one-stop solutions and knowledgeable specialists that make it easy for you to incorporate retirement plans into your practice. We’ll customize a plan based on your client’s goals, employee demographics, and tax objectives and work with you every step of the way to build a proposal that fits.
We do the heavy lifting so you can focus on your business. Access professionally managed retirement plans with curated model portfolios and mutual funds that are researched and monitored by a team of due diligence professionals. Our retirement platform includes fiduciary protection, investments for a wide range of financial goals, customized plan design, and flexible recordkeeping and administration services. All backed with dedicated service and support.
By offering popular retirement vehicles with investments, service, and resources typically only offered to large employer plans, you could potentially create a steady stream of income for your business. Choose from 401(k), Profit Sharing, Solo(k), Pooled Employer Plan, 403(b), Cash Balance, traditional pension, and non-qualified plans. Clients can bundle services together such as investments, recordkeeping and administration, or choose only the services they need.