Experts working with experts
Our portfolio of partnerships reveals a good deal about our company. To serve clients, we administer a full complement of qualified retirement plans from nationally recognized strategic partners.
We work with the best because that’s what our clients deserve.
Experts working with experts
We partner with American Funds to provide a flexible retirement plan solution that offers open architecture fund choice, robust online employer and employee capabilities, and the benefit of customize plan administration from Delaware Valley Retirement.
In partnership with Delaware Valley Retirement, Empower Retirement delivers a high level of streamlined, integrated services to our clients. We leverage Empower’s accelerated online disbursements, enhanced payroll integration, and online PartnerLink® to provide our clients with a great experience.
We embrace John Hancock’s Participants 1st® Approach which extends beyond retirement savings to include education, guidance and advice that helps each person reach their retirement goals. Together, Delaware Valley Retirement and John Hancock craft custom solutions that will help your entire team succeed.
We are pleased to be a KTRADE Alliance Member. KTRADE provides a state-of-the-art, open architecture retirement plan recordkeeping platform for the exclusive benefit of our Alliance Members. KTRADE gives our team total flexibility in plan design, fund selection, and customer service. When the “round peg, square hole” approach just won’t cut it, KTRADE is our Go-To answer.
MassMutual Financial Group
Mass Mutual provides us another excellent partner who has invested in tools and processes to deliver excellent retirement plan solutions that focus on improving the customer experience. Mass Mutual’s innovative programs such as Smart ArchitectureSM Investment and Fiduciary Warranty help satisfy clients’ fiduciary responsibilities while their RetireSmartSM program enables a number of automatic plan features.
A long-time leader in providing business owners with flexible retirement plan options, Nationwide provides our team with a proven partner that you can rely on. The Nationwide platform provides a wide variety of investment options from known and respected brands. The Nationwide solution is infused with a dedicated focus on participant education that helps your employees make the most out of their retirement savings opportunity.
Transamerica Retirement Solutions has a long tradition of working closely with Third Party Administration firms to provide expert retirement plan solutions to business nationwide. Transamerica currently serves more than four million retirement plan participants. Working with Transamerica, we are able to offer all types of defined contribution plans to meet the goals of each business.
Principal® Total Retirement SuiteSM helps business owners lighten their load with customizable, all-in-one retirement solutions. Principal offers all types of retirement plans to fit the needs of each client.