Whether fulfilling the financial planning needs of individual investors or businesses, it’s crucial to be able to offer your clients a comprehensive menu of retirement plan solutions. In addition to offering just such a comprehensive solution, First Allied’s retirement services team possesses the experience and expertise to create custom, complex plans designed specifically for your clients.

While our services mirror the professionalism of large firms, we differ in the service we provide our clients. Rather than using pre-set designs, our benefit specialists work closely with each case to design a customized plan that meets the client’s specific needs and objectives. Our pension services group is set apart by our knowledge, proven in our ability to craft plans that maximize benefits while complying with statutory requirements. We foster relationships with investment product vendors, and this access to a wide variety of independent and proprietary products allows us to offer our clients the freedom to choose between an integrated or `a la carte solution. In other words, our team is skilled at designing custom plans that best address your company’s specific needs.

Plans administered include:
• 401(k)
• Profit Sharing
• Defined Benefit/Cash Balance Plans
• Cafeteria 125A
• COBRA

Specialty plan types administered include:
• 457
• 403(b)
• Target Benefit
• Age-Weighted
• Davis Bacon