TPAs
Tired of losing your best client and brokers to “Open Architect”? Worried the cost to get into the open architect business may be prohibitive? Maybe you just don’t want to go through the headache and learning curve of experimenting with unknown record keepers.
The “Architect” is a unique solution for TPA’s to get into the open architect business without all the start up cost and frustrations of trying to do it yourself. We have created a bundled solution in the unbundled world by assembling all the moving parts of a retirement plan in a service that will help you retain your best clients. This may also help you retain or even recruit some of the top advisors in your market place to work with you because you can provide them a new bundle solution in the open architect world.
For you, the “Architect’ is like adding another platform that you would do administration for. By offering the “Architect” you will be offering the sophistication and added value of the unbundled world retirement plan world, while providing a lower cost and better value retirement plan solution for your clients.
We provide state of the art proposal systems that can incorporate you current fees. We have the capability to add your fees as a wrap fee, flat fee and/or participant fee’s. If you choose, we can take your fees from assets on quarterly bases, and then send you a check just like the platform carriers do and eliminate those miserable accounts receivable problems.
We offer web training for you and your advisors to learn how easy it is to market open architecture. We create all the plan sponsor agreements for the partners in the open architect platform, including yours. Once a sale is made, our transition team reaches out to you, the plan sponsor and the advisor on weekly bases; we make sure the transition goes smoothly.
To help eliminate the confusion for advisors, plan sponsors and participants we have established a “Call Center” for everyone to contact when they have questions. Should a call come in that pertains to your firms services, we will call forward it to you, and so that you may help the client with there specific needs. This way you only have to answer the calls that pertain to you and not the advisors or the other partners on the open architect platform.
With many TPA’s utilizing our service across the country, they truly appreciate the simplicity and ease of doing business with the “Architect”. They have stopped the bleeding of loosing their top clients to the open architect world and have increased revenues by adding a more streamline platform to their customer base.
View the online brochure
Download the Call Center Flow Chart