Retirement Planning
The evolving regulatory environment surrounding qualified plans is presenting advisors with tremendous opportunity to attract significant amounts of new plan assets. Triad recognizes the magnitude of the opportunity and has launched a firm-wide strategic initiative to provide our advisors with best in class regulatory support, platform tools and practice management resources to grow their retirement plan business. By selectively partnering with an elite group of qualified plan providers, we can offer our advisors the platform flexibility to build and manage a more efficient and scalable retirement plan practice.
Our partners in the qualified plan arena include:
- CPI Qualified Plan Consultants, Inc.- www.cpiqpc.com
- P&A Group- www.pandaretire.com
- Professional Capital Services (PCS)- www.pcscapital.com
In addition, through our relationship with Retirement Plan Advisory Group (RPAG), our advisors have access to a wealth of proven solutions including fiduciary guidance, proposal generation and plan prospecting tools. For more information on RPAG, please visit www.retirementplanadvisorygroup.com. Triad’s confidence in embracing advisors that take on the role of a fiduciary is a critical step in supporting our advisor’s retirement plan business.