Combines the best features of trust, brokerage and recordkeeping systems with revolutionary technology that solves for deficiencies in legacy systems
Income, fees and mutual fund revenue are calculated and reported at the participant level, with complete transparency
One simple, fully-automated platform offers truly open investment architecture
Brings large plan capabilities to the small plan market
Retirement Revolution allows you to connect with any other providers in the network to service your joint plans and participants
Together, you can build deeper, longer-lasting relationships by providing high quality services for the participants and sponsors you serve
Providers can leverage their individual sales and marketing efforts to the benefit of their customers and the other partners in their network
Retirement Revolution provides the retirement ecosystem with a flexible solution for an ever-changing market. Historically, service providers have been saddled with rigid, prepackaged solutions with limited options. With Retirement Revolution, providers have the flexibility to mix and match service offerings based on plan sponsors’ and participants’ needs. Retirement Revolution gives you the ability to choose your partners and assemble your team in a cost-effective way.