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Cetera Retirement Plan Services

We give you access to an industry-leading wealth management platform. From award-winning advisory offerings to comprehensive market research to institutional-grade portfolio management tools, we have the solutions you need to provide the service and solutions for your clients. 

ERISA ProgramThrough Cetera Financial Group, our advisors have access to an ERISA plan sponsor program providing you with a range of tools and support including: 

  • Tools to cultivate and manage employer’s 401(k) plans 
  • Marketing and sales support 
  • Recordkeeping 
  • Customized Trust Services 
  • Performance Reporting 
  • Adviser Education 

Cetera also leverages retirement platforms from Fidelity Investments with a vetted plan menu and choices spanning more than 2,500 funds and more than 50 families. It also includes investment monitoring and choices for qualified defined investment (QDIA) options. 

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