Build a More Strategic Practice Through Retirement Planning
Retirement plans can strengthen business owner relationships, uncover new growth opportunities, and create lasting value for your practice. AssetMark Retirement Services helps make it easier to bring these opportunities into your business.
BEYOND THE PLAN
The Opportunity Is Bigger Than Many Advisors Realize
Retirement plans represent one of the largest pools of investable assets available to financial advisors. Helping a business owner establish a plan is often just the beginning, opening the door to broader planning conversations around business succession, tax planning, estate planning and personal wealth management.
AssetMark Retirement Services (AMRS) provides dedicated consultants to work alongside you to evaluate solutions, navigate complex client needs, and provide specialized expertise when you need it most.
WHY ASSETMARK RETIREMENT SERVICES
Expertise That Helps You Focus on Relationships
AMRS enhances your practice with 3(38) fiduciary investment oversight, curated investment solutions, and specialized retirement expertise that complements your existing capabilities. While AMRS provides investment oversight and strategic support, you remain at the center of the client relationship.
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Full Range of Retirement Plans and Service Options
From startup to succession, businesses require different solutions as they grow. AMRS offers a broad range of plans and service models that allow advisors to tailor solutions to each client’s needs. Whether you’re looking for a bundled offering or individual services, AMRS provides the flexibility to support your business model.
Choose from 401(k), Cash Balance, Traditional Pension, 403(b), Solo(k), Pooled Employer Plans, and non-qualified plans. Bundle investments, recordkeeping, and administration into a comprehensive solution, or select only the services your clients need.