Alliant Qualified Plans teams with TD Ameritrade to offer innovative defined contribution plans designed to help retirement plan sponsors help their employees build successfully toward retirement, reduce the potential personal liability of their plan fiduciaries, and simplify plan management and compliance.
fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, fi360 has provided innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 ToolkitTM software and fi360 Fiduciary Score®.
National Association of Plan Advisors
While the financial services industry is well represented in Washington by a number of trade associations that weigh in on issues affecting advisors, NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. This exclusive focus is what sets NAPA apart.
American Institute of CPAs
The American Institute of CPAs is the organization behind the CPA profession. It provides educational guidance materials to its members, develops and grades the Uniform CPA Examination, and monitors and enforces compliance with the profession’s high technical and ethical standards. The Personal Financial Planning Section of AICPA is the premier provider of information, tools, advocacy and guidance for practitioners who specialize in providing estate, tax, retirement, risk management and investment planning advice.
Financial Planning Association
The Financial Planning Association exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping ensure that financial planning is delivered through competent, ethical financial planners.
National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning and Fee-Only compensation.
Raymond James Financial Services is a subsidiary of Raymond James Financial, Inc., a leading diversified financial services company serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $522 billion.
BlueStar dedicates itself to a “dogged pursuit” of better solutions and smarter answers to retirement plan challenges. At BlueStar, there is no place for “because we’ve always done it that way.” Instead, BlueStar employs an old-fashioned work ethic to find new-fashioned ideas, stating “We invest in thinking, and in the end, that’s what pays off.”
Professional Capital Services
Since inception, Professional Capital Services has strived to create the type of retirement plan platform that plan sponsors seek: one that is independent, conflict-free and designed to keep costs low. PCS offers award-winning customer service and a robust website. Its web-based tools allow plan sponsors to efficiently manage their plan while participants manage their accounts and measure their progress toward retirement.
The Retirement Advantage
In a time of an unsure economy and dramatically changing technology, The Retirement Advantage provides the services for the future that retirement plan sponsors have worked so hard to create for themselves and their employees. As a third-party administrator, TRA offers all partners expert customer service dedicated to listening to their goals, respecting their financial needs and creating valuable interactions. TRA strives for accuracy, timelines and dependability in all interactions.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia and Asia. It provides data on approximately 380,000 investment offerings, including stocks, mutual funds and similar vehicles, along with real-time global market data on more than eight million equities, indexes, futures, options, commodities and precious metals, in addition to foreign exchange and Treasury markets. Morningstar provides financial advisors with exceptional software tools that help them research, analyze, present and support their investment ideas.
Dimensional Fund Advisors
Dimensional Fund Advisors is a mutual fund provider with more than 30 years of experience and more than $415 billion invested. DFA offers institutional-caliber mutual funds that provide investors with globally diversified, low-cost and tax-efficient portfolios. DFA funds are only available to institutional investors and through select financial advisors. DFA is the eighth largest mutual fund family in the United States.
The Vanguard Group manages approximately $3.6 trillion in assets. It offers mutual funds and other financial products and services to individual and institutional investors in the United States and abroad. The company is credited with the popularization of low-cost, passive funds and driving costs down across the fund industry.
BlackRock is the world's largest asset manager guiding individuals, financial professionals and institutions in building better financial futures.
J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world. J.P. Morgan also leads volunteer service activities for employees in local communities by utilizing its many resources, including those that stem from access to capital, economies of scale, global reach and expertise.
Exchange-traded funds, or ETFs, offer a low-cost, tax-efficient way to build a strong foundation in an investment portfolio. iShares Core ETFs offer high quality, now at an even lower cost.