Retirement Consulting for Financial Advisors

The retirement plan design process starts with examining the current realities: where are you now, and where do you want to go? We help bridge the gap between the two. A successful retirement plan starts with a solid strategy that takes long-term objectives into consideration, while successfully managing the day-to-day aspects of the plan.

As your third party administrator, your Tycor team goes far beyond simply presenting you with retirement plan options for your clients. Together, we expand the lens through which your client is analyzed. You are analyzing funds, fees and platforms, while we consider plan design, eligibility and administrative issues. We walk through the process alongside you, understanding the complex needs and challenges that your clients are facing. We offer an additional layer of detailed analysis that can help you uncover viable prospects that can turn into clients. We help you identify opportunities beyond traditional ‘cookie cutter’ solutions.

Do you have an expert to guide you on the many challenges you may face? All of our Plan Administrators, with an average tenure at Tycor of 15 years, have current ASPPA* designations, from QKA to ERPA**, demonstrating our commitment to the industry and keeping our knowledge and skills current.

Have you experienced a thought leadership approach to retirement planning? Our personalized service provides all the support you need to adapt and rebalance when necessary, as today’s uncertain economy often requires. We take a relationship-based approach to providing this service for you. You can rest assured that the core qualified retirement plan goal objectives are achieved, today and in the future.

How can we help you? Our full retirement consulting and administration services cover:

  • Plan Selection
  • Plan Features
  • Plan Design
  • Fiduciary Responsibilities
  • IRS & DOL Compliance

Ready for assistance to help you grow your business? Contact us today.

* ASPPA = American Society of Pension Professionals & Actuaries

** QKA = Qualified 401(k) Administrator; ERPA = Enrolled Retirement Plan Agent