Standard Retirement Services, Inc. has begun to offer customized retirement plans for its clients. The company is offering more flexible service offerings in which advisors can now choose from a broad suite of services that complement their practices and mitigate their risks.
Advisors who partner with The Standard can choose recordkeeping and financial services, administrative services, like document preparation and amendment, Form 5500 preparation and compliance testing.
They also can take advantage of ERISA 3(21) and 3(38) plan-level advice services for investment selection, monitoring and removal. Online tools and employee services like a participant call center, quarterly newsletter and enrollment communication materials, also are available.
“The heart of our support has always been a service offering that allows us to adjust what we provide based on each advisor’s capabilities,” said Dan Hall, vice president of Retirement Plan Sales. “We believe this produces an alliance that complements the expertise that advisors bring to their clients while ensuring that the plan and its participants have access to a full range of services.”
The Standard is a leading provider of financial products and services, including group and individual disability insurance, group life, AD&D, dental and vision insurance, retirement plans products and services, individual annuities and investment advice.