Achieving Success in the Retirement Marketplace

How big is the qualified plan marketplace? Huge. To this date there is over $17 trillion in employer based retirement plans, including defined contribution plans like 401k and profit sharing plans and defined benefit plans of all sorts. And that amount continues to grow as employers and employees alike contribute to their plans to meet the massive unfunded needs for their retirement years. How can you as an advisor capture a small part of that marketplace of qualified assets? While there are many ways to gather retirement plan assets, we believe one of the best ways is through the setting up Collective Investment Funds.

Advisors who already have a book of business will discover that Collective Investment Funds present them with new ways to help their existing plan participants and with new and exciting opportunities to expand their assets under management.

Advisors who manage money with unique investment strategies or model portfolios may want to offer these investment strategies to their retirement plan clients as Collective Investment Funds. Alta Trust can sponsor, establish and administer one or more of these funds to qualifying advisors.  A portfolio of Collective Investment Funds can become an exciting part of your firm's identity, an important new revenue source and a way to get a piece of the growing $17 trillion retirement plan marketplace.  If you are interested in the possibilities, talk with us.

 

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