Financial Institutions

Your Brand, Not Ours  


You’ve spent a lot of time building your brand. It represents who you are and what you stand for. Our Institutional Outsourcing program is a private label solution designed to highlight your brand and keep it at the forefront, while we do the back-office operations and administrative work behind the scenes. We don’t compete, we support. 

Our team is composed of retirement specialists, and we have invested in the industry’s technology and solutions to benefit our institutional partners. We act as a long-term partner, providing efficiency and the backend infrastructure to deliver an efficient solution. 

The Four Challenges  

For financial institutions, offering retirement plan services can be one of the first opportunities to engage customers and potentially attract them to other aspects of the business. However, retirement plan sponsors and participants are increasingly calling for holistic services, robust reporting, dynamic technology experiences and fiduciary oversight. Meeting these evolving demands present four major challenges for small recordkeepers. 

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