Commonwealth Financial Network®

Retirement
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Retirement Planning Solutions and Services
Whether your focus is on employers or individuals, Commonwealth provides a comprehensive range of competitive and progressive solutions designed to help you meet your clients’ evolving needs and grow your retirement business.

Our team of in-house professionals stands ready to consult with you on all aspects of retirement. They provide unbiased guidance, market expertise, and practical knowledge on a wide range of topics, including:

Business best practices
Sales ideas
Strategies for capturing assets
Creative problem solving on specific client cases

You have unlimited access to the full universe of products available in the marketplace today and the assurance that everything we do is with a keen eye on what’s happening in Washington and the industry. Our alliance with Wagner Law Group, whose founder and chief legal counsel, Marcia Wagner, is widely recognized as a thought leader in the 401(k) arena, helps us keep you abreast of regulatory issues and changing legislation.

Retirement Plan Consulting program
An independent retirement plan advisory platform that wholly embraces the fiduciary role, our program is designed to help you capitalize on unprecedented opportunities in the shifting workplace retirement market. The model enables you to offer objective advisory services to qualified plan sponsors and participants, with your fiduciary responsibilities clearly outlined in a contract between you and your clients. As an added benefit, you have an array of customizable marketing and educational materials at your fingertips to support your client and participant outreach efforts.

One-stop product and industry resources
Enjoy a single point of access to a library of resources and relevant materials for helping you grow your individual and employer retirement practices.

Use the 401(k) product matrix to view sponsor snapshots and quickly and easily get up to speed on a given provider.
Compare details on a wealth of fee-based solutions, or the countless commission-based products that are available through Commonwealth’s relationships with more than 35 providers.
Take advantage of the Roth IRA Resource Center for client-ready presentations, articles, and fact sheets, as well as approaches for gaining competitive advantage with your individual clients.
Tap our sales consultants and industry partners for assistance on regulatory topics to help ensure that you and your clients are staying informed and compliant.

Discretionary advisory program
Preferred Portfolio Services® (PPS), our fee-based asset management program, provides you with the infrastructure to service qualified retirement plans on a discretionary advisory basis with maximum flexibility.

Commonwealth’s retirement consulting services, offers insights on the 401(k) market on RegisteredRep.com, November 1, 2009.