Our Retirement Consulting team offers dedicated, complimentary, one-on-one support from an in-house expert who is your guide to every aspect of the retirement plan process.


Create a Winning Strategy

Drive sales and improve the client experience by working with someone who is as invested in your success as you are. Get informed, reliable guidance on every aspect of your business, including:

  • Designing a business development plan
  • Segmenting your book and structuring your fees
  • Evaluating service models and product options
  • Formulating sales strategies and providing comprehensive RFP support
  • Offering fresh ideas on how to enrich your client service model
  • Assessing and implementing best practices for your plan business
Differentiate Yourself in a Competitive Marketplace

Attract new business and enhance your existing relationships through a wide range of turnkey solutions, such as:

  • Customizable brochures—to explain the value of the services you provide
  • Your Retirement Plan Consulting Pitchbook—to introduce your retirement plan practice to prospective clients
  • Retirement Plan Perspectives—a quarterly newsletter offering insights for plan sponsors and their employees
  • Additional resources—including press releases, online content, videos, presentations, and educational materials that are all customizable to become a reflection of your distinct brand
Master the Plan Management Process

Learn a proven process to help ensure that you’re operating within the latest fiduciary guidelines and the best interests of your clients are always top of mind. You can help shoulder your clients’ biggest retirement plan burdens by providing:

  • Investment Policy Statement support
  • A Retirement Plan Investment Recommended List for selecting and monitoring investments
  • Participant education and advice programs
  • Service provider benchmarking and analysis
  • Plan design and optimization strategies

And, since 2009, Commonwealth advisors have had the ability to function as 3(21) investment fiduciaries with universal access to thoroughly vetted service providers. So you can make investment recommendations to plan sponsors/trustees without the pressure to sell proprietary products.

Put a Focus on Financial Wellness

Educate plan participants and help them prepare and save for retirement with programs and resources such as:

  • RetireReady—your one-stop destination for customizable participant education programs
  • Event materials—that enable you to promote and host educational workshops to increase participation
  • ParticipantConnect—a centralized portal to track plan- and participant-level information and assist transitioning employees with rollover decisions