The 401(k) Industry's Most Complete Group
R-TECH, we understand how much your role
is changing. Today, more than ever, individuals
and businesses demand a full range of
retirement and financial services and
solutions. The last thing the world needs
is another "product."
a trusted financial advisor, you must
be equipped to help your clients with
all of their retirement needs. We can
gives YOUR clients the best of both bundled
and unbundled services. We're the only independent platform solely committed
financial intermediaries succeed in the
small- to mid-sized retirement marketplace.
The R-TECH Platform:
Low-cost, Innovative and Flexible
have combined our low-cost, outstanding
recordkeeping services with cutting edge
technology to provide straight through
processing and automated transaction support
normally only offered in a limited, bundled
full service product.
accomplished this while expanding our
mutual fund platform to close to 1,000
funds with the advantages of customizable
plan features and the consulting and compliance
support of local, independent Advisor normally
associated with unbundled solutions.
has the proven ability to seamlessly integrate
our robust platform with local Advisor, enabling
you to offer plan sponsors the flexibility
and expertise of an "unbundled product"
normally only available to large plan
sponsors, along with the simplicity of
a bundled product.
for you ...
you choose R-TECH as your partner, you'll
be able to:
- Strengthen client
loyalty — by being able to service
all of your clients' retirement needs
- Pursue cross-selling
- Access Plan Sponsor
and Participant websites (with your
client's approval) providing you with
up-to-date, client-specific information
at your fingertips
Benefits for your
- Affordable technology,
administrative and service platform
- Comprehensive enrollment
and education services
- Access to an exceedingly
broad selection of mutual funds
- Outstanding service
backed by our Service Guarantee