Retirement Alliance, Inc.
Financial ServicesNew Hampshire, United States11-50 Employees
Offering the best of both worlds, Retirement Alliance is a boutique retirement services provider with a national footprint. The 20-year-old company serves its clients from its headquarters in New Hampshire, but has associates working in states throughout the country. We have a proven history of success working with retirement plan advisers and plan sponsors to provide time-tested design, administration, and recordkeeping for retirement plans at small and medium-sized companies throughout the United States. We do this through: * Open architecture investment strategy with fee transparency. You are empowered to create a "best in breed" investment lineup free from any proprietary restrictions. * Retirement experts. Our professionals have an average of 10 years in the retirement industry and more than five years at Retirement Alliance. This allows everyone you encounter to deliver the highest level of service. * Innovative products and services. We provide interactive tools to access up-to-date plan data and create targeted marketing campaigns to your participant base, as well as analytical tools for annual plan reviews. * Dedicated service model and custom solutions. Our service model is based on providing a dedicated retirement plan service team to help you coordinate implementation and plan management. We provide plan sponsors with a time-tested service solution that seamlessly integrates the trading, recordkeeping, administration, and custodial/trust accounting systems that comprise the "moving parts" of any daily valuation plan solution. Retirement Alliance has the flexibility and experience to not only offer prototype plans, but to also design individual plans for all existing types of qualified pension plans. Our mission is to simplify the complexity of retirement for our clients... through our retirement expertise, personalized service, innovative products... and at a great value. Visit www.retirementalliance.com for more.
1-888-653-2347 
support@leadiq.com 
