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.
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