Commonwealth Financial Network
Retirement
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Commonwealth’s Retirement team has all the expertise and creative problem-solving skills you need to help you and your clients capitalize on opportunities in this ever-growing market. Let our team’s vast industry knowledge, experience, and understanding of the issues guide you to the best solutions for you and your clients.

Product
Commonwealth provides you with access to the full range of retirement solutions the marketplace offers, along with our own highly competitive solutions, including:
  • Preferred Portfolio Services® (PPS) Retirement Solutions: Our advisory solution is a fiduciary-fit offering designed to provide you with a competitive advantage in the corporate retirement market. This open-architecture platform offers full transparency and disclosure, revenue-sharing offsets with level compensation, and a bundled or unbundled approach for maximum flexibility.
  • Commonwealth 401(k): Our highly competitive 401(k) solution with multimanaged fund lineups, competitive pricing, and an economical business solution for the micro-plan market.
Legislation
Our team ensures that you stay up-to-date and fully informed about the constantly changing regulations in the retirement arena.

Marketing
We work with you to develop the customized solutions that can move your business forward, including seminars/presentations, letters, information worksheets, marketing campaigns, plan design, and more.

Planning
Our comprehensive planning approach allows us to offer resources that span the full spectrum of retirement planning, from accumulation to consolidation to deaccumulation/retirement income planning.

Strategic partnerships
Commonwealth’s relationships with industry leaders help ensure that you have access to the unbiased information, training materials, and other resources you need to help your clients meet their retirement objectives. Companies with whom we partner include:
  • 401(k) Producer Services
  • The Wagner Group
  • Center for Fiduciary Studies (fi360)
  • Dalbar, Inc. (FAN)
  • 401(k) Service Solution
  • BenefitStreet, Inc.
  • The ANGELL Pension Group, Inc.
  • Plan Administrators Inc.


Insurance
Insurance