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 Program: Through 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.