(k)Star open architecture retirement plan solution partners
A recordkeeper offering an intuitive 4-step sales process, comprehensive enrollment materials, and integrated annual plan review and benchmarking services on a truly independent fiduciary platform.
Provides a high quality, secure, and reliable internet-based trading platform for 401(k), 403(b), 457, and other retirement plans with access to local TPAs for plan design expertise.
Newport offers state-of-the-art plan administration and recordkeeping services, which are all overseen by a single point of contact for managing conversion administration from start to finish.
A partner of CLS since 2010, Paychex offers eight actively managed ETF models and 10 actively managed target date models on the ModelxChange platform at Mid Atlantic.
Spectrum provides a wide range of professional services to plan sponsors and participants. Spectrum specializes in defined contribution, defined benefit, management consulting, and individual retirement accounts.
Qualified Plan Bundled Service Providers
CLS’s bundled partner, offering a full range of annuities, retirement plans, investor resources, and insurance.
An industry leader for retirement plans, Empower serves millions of participants and oversees more than $400 billion in plan assets.
Provides a broad variety of financial programs to investors in the advisor, banking, education, government, institutional, and qualified plan markets.