The 3 Stages of Conversion: What You & Your Client Can Expect

Financial Professionals:

The 3 Stages of Conversion: What You & Your Client Can Expect (PARTNER’S EDGE NEWSLETTER 8.25.14)

Our prospective Partners often ask what they and their Plan Sponsor Clients can expect when they decide to convert an existing qualified plan to our services. Though the process for establishing a new plan and converting an existing one have similarities they differ in scope. To follow is an overview of the three primary stages of our conversion process for existing plans… READ MORE

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RiversEdge...

...will deliver options. We are experienced and adaptable retirement professionals, and we work with you in the way that makes the most sense for you and your client. That means we can provide services that range from recordkeeping only to full plan administration, or other services as needed. In addition, our visibility can vary based upon what is right for each relationship.
...is easy to work with. You can easily request custom proposals, and we will provide you with the tools that allow you to review plan and participant information online, and to run the reports and get the data you need to effectively monitor your relationships.
...is cost-effective. Our independence allows us to remain custodian and investment neutral, and we pass through 100% of mutual fund plan reimbursements that we receive. In addition, our singular business purpose allows us to offer a participant-based fee recordkeeping structure with no asset-based administration fees.